SWM
Sagace Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
-0.4%
1 Year Return
+12.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.87%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$11M |
| 2 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$9.61M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$5.56M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$4.62M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$4.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 3.39% |
| 2 | Technology | 2.1% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Communication Services | 0.35% |
| 5 | Energy | 0.22% |
