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
$138M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$7.41M
3
+$5.98M
4
BMY icon
Bristol-Myers Squibb
BMY
+$514K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$391K

Top Sells

1
+$10.7M
2
+$1.93M
3
+$795K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$426K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$355K

Sector Composition

1 Healthcare 2.19%
2 Industrials 1.11%
3 Technology 0.3%
4 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,230
1
2