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
$154M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$2.06M
3 +$1.17M
4
VZ icon
Verizon
VZ
+$824K
5
RYN icon
Rayonier
RYN
+$714K

Top Sells

1 +$1.98M
2 +$1.38M
3 +$1.05M
4
XEC
CIMAREX ENERGY CO
XEC
+$827K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$534K

Sector Composition

1 Financials 8.82%
2 Healthcare 8.41%
3 Energy 7.15%
4 Technology 7.09%
5 Consumer Staples 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,872