SWMG

Sanchez Wealth Management Group Portfolio holdings

AUM $468M
1-Year Est. Return 13.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$469K
2 +$386K
3 +$200K
4
UNP icon
Union Pacific
UNP
+$184K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$134K

Sector Composition

1 Industrials 3.23%
2 Healthcare 2.97%
3 Technology 0.31%
4 Financials 0.27%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,320