BSWMG
Barrington Strategic Wealth Management Group Portfolio holdings
AUM
$198M
1-Year Est. Return
10.24%
This Fund
S&P 500
1 Year Est. Return
+10.24%
AUM
$197M
AUM Growth
+$4.82M
(+2.5%)
Holding
106
Top Buys
| 1 | +$3.24M | |
| 2 | +$2.93M | |
| 3 | +$2.58M | |
| 4 |
Vodafone
VOD
|
+$907K |
| 5 |
B
Barrick Mining
B
|
+$815K |
Top Sells
| 1 | +$1.33M | |
| 2 | +$1.1M | |
| 3 | +$985K | |
| 4 |
Apple
AAPL
|
+$887K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$511K |
Sector Composition
| 1 | Financials | 8.66% |
| 2 | Healthcare | 6.85% |
| 3 | Technology | 6.55% |
| 4 | Industrials | 4.2% |
| 5 | Communication Services | 3.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE All-World ex-US ETF
VEU
$58.7B
| $231K | 0.12% |
+4,626
|
|
||
102
Berkshire Hathaway Class B
BRK.B
$1.03T
| $230K | 0.12% |
1,357
-69
|
|
||
103
Halliburton
HAL
$32B
| $226K | 0.11% |
5,290
-700
|
|
||
104
AT&T
T
$198B
| $213K | 0.11% |
7,490
+289
|
|
||
105
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
| $206K | 0.1% |
+14,255
|
|
||
106
Provident Financial Services
PFS
$2.78B
| – | – |
-8,100
|
|