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
$192M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$871K
3
+$746K
4
SH icon
ProShares Short S&P500
SH
+$481K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$443K

Top Sells

1
+$566K
2
+$403K
3
+$298K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$264K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$219K

Sector Composition

1 Financials 9.09%
2 Technology 7.15%
3 Healthcare 6.76%
4 Industrials 4.54%
5 Energy 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$238K 0.12%
1,426
-140
102
$226K 0.12%
7,201
-13
103
$209K 0.11%
8,100
-200
1 2 3 4
5