SWM
Sagace Wealth Management Portfolio holdings
AUM
$134M
This Quarter Return
-0.37%
1 Year Return
+12.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(-0.89%)
Cap. Flow
-$54.7K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
47.12%
Holding
64
New
5
Increased
26
Reduced
26
Closed
2
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$376K |
| 2 |
KLA
KLAC
|
$248K |
| 3 |
Meta Platforms (Facebook)
META
|
$240K |
| 4 |
GE Aerospace
GE
|
$225K |
| 5 |
3M
MMM
|
$223K |
Top Sells
| 1 |
Tesla
TSLA
|
$594K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$351K |
| 3 |
Broadcom
AVGO
|
$206K |
| 4 |
Microsoft
MSFT
|
$162K |
| 5 |
Mastercard
MA
|
$157K |
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Real Estate | 1.53% |
| 3 | Financials | 0.87% |
| 4 | Communication Services | 0.71% |
| 5 | Consumer Staples | 0.67% |
