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
$177M
AUM Growth
+$2.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.1M
3
+$544K
4
CCI icon
Crown Castle
CCI
+$481K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$473K

Top Sells

1
+$5.29M
2
+$1.74M
3
+$1.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$614K
5
DE icon
Deere & Co
DE
+$398K

Sector Composition

1 Healthcare 7.76%
2 Financials 7.29%
3 Technology 6.96%
4 Industrials 4.76%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,630
102
– –
-4,917
103
– –
-59,200
1 2 3 4
5