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
$197M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$524K
3
+$363K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K
5
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$217K

Top Sells

1
+$9.14M
2
+$177K
3
+$64.4K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$31K

Sector Composition

1 Healthcare 2.19%
2 Industrials 1.37%
3 Technology 0.55%
4 Consumer Staples 0.16%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.18%
1,547
+8
27
$321K 0.16%
2,027
28
$307K 0.16%
1,865
+10
29
$243K 0.12%
1,101
30
$211K 0.11%
+897
31
$202K 0.1%
+1,420
1
2