BSWMG

Barrington Strategic Wealth Management Group Portfolio holdings

AUM $198M
1-Year Est. Return 10.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$838K
3 +$829K
4
MDT icon
Medtronic
MDT
+$648K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$574K

Top Sells

1 +$872K
2 +$634K
3 +$342K
4
SH icon
ProShares Short S&P500
SH
+$236K
5
PM icon
Philip Morris
PM
+$203K

Sector Composition

1 Healthcare 9.42%
2 Technology 7.94%
3 Financials 7.65%
4 Energy 6.11%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-21,675
102
-8,522