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
$169M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$730K
3 +$711K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$610K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$515K

Top Sells

1 +$435K
2 +$350K
3 +$203K
4
TECH icon
Bio-Techne
TECH
+$104K
5
AAPL icon
Apple
AAPL
+$95.1K

Sector Composition

1 Healthcare 1.95%
2 Industrials 1.19%
3 Technology 0.46%
4 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$217K 0.13%
+1,101