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
$175M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.84M
3
+$744K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$687K
5
B
Barrick Mining
B
+$548K

Top Sells

1
+$4.29M
2
+$833K
3
+$642K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$390K
5
HUM icon
Humana
HUM
+$327K

Sector Composition

1 Healthcare 8.07%
2 Financials 6.94%
3 Technology 6.72%
4 Industrials 5.19%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,898
102
– –
-20,183
1 2 3 4
5