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
$186M
AUM Growth
+$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$1.32M
3
+$1.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.15M
5
AIG icon
American International
AIG
+$1M

Top Sells

1
+$3.4M
2
+$926K
3
+$597K
4
SH icon
ProShares Short S&P500
SH
+$583K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$493K

Sector Composition

1 Financials 9.32%
2 Healthcare 6.87%
3 Technology 6.8%
4 Industrials 4.62%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$232K 0.12%
2,015
+25
102
$232K 0.12%
7,214
-219
103
– –
-57,460
104
– –
-3,193
1 2 3 4
5