SWMG
Sanchez Wealth Management Group Portfolio holdings
AUM
$415M
This Quarter Return
+7.81%
1 Year Return
+11.51%
3 Year Return
+47.02%
5 Year Return
+75.87%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+14%)
Cap. Flow
+$8.44M
Cap. Flow
% of AUM
6.12%
Top 10 Holdings %
Top 10 Hldgs %
94.47%
Holding
26
New
4
Increased
12
Reduced
5
Closed
3
Top Buys
| 1 |
John Hancock Multifactor Large Cap ETF
JHML
|
$7.49M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$7.41M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$5.98M |
| 4 |
Bristol-Myers Squibb
BMY
|
$514K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$391K |
Top Sells
| 1 |
iShares MSCI USA Value Factor ETF
VLUE
|
$10.7M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.93M |
| 3 |
CELG
Celgene Corp
CELG
|
$795K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$426K |
| 5 |
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% |