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
$186M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.22M
3
+$5.55M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.98M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$868K

Top Sells

1
+$9.35M
2
+$8.27M
3
+$5.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.95M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$787K

Sector Composition

1 Healthcare 1.99%
2 Industrials 1.29%
3 Technology 0.5%
4 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.15%
1,539
+9
27
$229K 0.12%
1,101
28
– –
-146,661
29
– –
-8,242
1
2