BSWMG
Barrington Strategic Wealth Management Group Portfolio holdings
AUM
$198M
This Quarter Return
+0.79%
1 Year Return
+10.24%
3 Year Return
+17.89%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+0.97%)
Cap. Flow
+$909K
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
46.91%
Holding
101
New
3
Increased
14
Reduced
77
Closed
5
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$3.64M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.61M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.57M |
| 4 |
Apple
AAPL
|
$978K |
| 5 |
Willis Towers Watson
WTW
|
$575K |
Top Sells
Sector Composition
| 1 | Financials | 7.36% |
| 2 | Technology | 7.32% |
| 3 | Healthcare | 7.28% |
| 4 | Industrials | 5.77% |
| 5 | Consumer Staples | 4.35% |