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22CM

20/20 Capital Management Portfolio holdings

AUM $386M
1-Year Est. Return 30.28%
This Fund
S&P 500
This Quarter Est. Return
+6.26%
1 Year Est. Return
+30.28%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$386M
AUM Growth
+$40.7M
Cap. Flow
+$19.5M
Cap. Flow %
5.05%
Top 10 Hldgs %
39.58%
Holding
171
New
17
Increased
82
Reduced
49
Closed
4

Top Buys

1
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.01M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.76M
3
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.66M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.56M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.27M

Top Sells

1
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.6M
2
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$475K
3
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$453K
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$411K
5
NVDA icon
NVIDIA
NVDA
+$290K

Sector Composition

1 Technology 6.42%
2 Financials 2.89%
3 Communication Services 1.81%
4 Consumer Discretionary 1.71%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MXI icon
101
iShares Global Materials ETF
MXI
$340M
$502K 0.13%
5,517
+66
+1% +$6.14K
MDY icon
102
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$496K 0.13%
1,010
– –
GLD icon
103
SPDR Gold Trust
GLD
$131B
$493K 0.13%
2,978
+40
+1% +$6.8K
SAIC icon
104
Saic
SAIC
$4.87B
$490K 0.13%
5,582
-119
-2% -$10.6K
VUG icon
105
Vanguard Growth ETF
VUG
$227B
$484K 0.13%
10,122
+6
+0.1% +$272
VXF icon
106
Vanguard Extended Market ETF
VXF
$30.8B
$475K 0.12%
2,520
-25
-1% -$4.57K
ISD
107
PGIM High Yield Bond Fund
ISD
$426M
$469K 0.12%
28,852
-2,863
-9% -$46K
BIV icon
108
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$458K 0.12%
5,092
-829
-14% -$74K
BLV icon
109
Vanguard Long-Term Bond ETF
BLV
$5.84B
$437K 0.11%
4,243
-1,550
-27% -$155K
EFG icon
110
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$429K 0.11%
3,997
-28
-0.7% -$2.98K
REET icon
111
iShares Global REIT ETF
REET
$4.95B
$420K 0.11%
15,168
-527
-3% -$14.4K
BRK.A icon
112
Berkshire Hathaway Class A
BRK.A
$1.05T
$419K 0.11%
1
– –
DGRW icon
113
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$408K 0.11%
6,845
-68
-1% -$4.02K
XYZ
114
Block Inc
XYZ
$48.7B
$397K 0.1%
1,628
+96
+6% +$22.3K
WFC icon
115
Wells Fargo
WFC
$265B
$389K 0.1%
8,596
+1,385
+19% +$61.8K
SRE icon
116
Sempra
SRE
$60.7B
$382K 0.1%
5,768
– –
AXP icon
117
American Express
AXP
$245B
$376K 0.1%
2,277
+5
+0.2% +$783
CSCO icon
118
Cisco
CSCO
$441B
$376K 0.1%
7,102
+510
+8% +$26.8K
SURE icon
119
AdvisorShares Insider Advantage ETF
SURE
$56.5M
$372K 0.1%
3,904
– –
VB icon
120
Vanguard Small-Cap ETF
VB
$80B
$363K 0.09%
1,611
+75
+5% +$16.6K
CVX icon
121
Chevron
CVX
$362B
$358K 0.09%
3,422
+103
+3% +$10.9K
EEM icon
122
iShares MSCI Emerging Markets ETF
EEM
$29B
$356K 0.09%
6,454
-1,000
-13% -$54.3K
DGS icon
123
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.76B
$355K 0.09%
6,524
-17
-0.3% -$907
PRU icon
124
Prudential Financial
PRU
$40B
$350K 0.09%
3,412
– –
VWO icon
125
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$349K 0.09%
6,426
-272
-4% -$14.5K
3 4
5
6 7

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