BSWMG

Barrington Strategic Wealth Management Group Portfolio holdings

AUM $198M
1-Year Est. Return 10.24%
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$2.2M
3 +$1.82M
4
ADT
ADT Corp
ADT
+$1M
5
F icon
Ford
F
+$901K

Sector Composition

1 Energy 9.94%
2 Healthcare 9.91%
3 Financials 9.85%
4 Technology 7.81%
5 Consumer Staples 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-25,544