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
$223M
AUM Growth
+$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$632K
3
+$554K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$455K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$450K

Top Sells

1
+$90.4K
2
+$20.2K
3
+$17K
4
JNJ icon
Johnson & Johnson
JNJ
+$8.55K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$7.24K

Sector Composition

1 Healthcare 2.08%
2 Industrials 1.08%
3 Technology 0.79%
4 Consumer Staples 0.15%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$392K 0.18%
15,828
27
$343K 0.15%
2,027
28
$300K 0.13%
1,562
+9
29
$284K 0.13%
1,761
-53
30
$266K 0.12%
942
+1
31
$243K 0.11%
1,215
32
$239K 0.11%
11,520
33
$234K 0.11%
+1,495
34
$216K 0.1%
1,101
1
2