SWMG

Sanchez Wealth Management Group Portfolio holdings

AUM $450M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.82M
3
+$203K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$178K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$161K

Top Sells

1
+$7.84M
2
+$228K
3
+$168K
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$95.5K

Sector Composition

1 Industrials 2.33%
2 Healthcare 1.9%
3 Financials 0.39%
4 Technology 0.22%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,206
1
2