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
$237M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$795K
3
+$674K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$400K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$354K

Top Sells

1
+$3.63M
2
+$1.38M
3
+$1.19M
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$1.16M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$583K

Sector Composition

1 Healthcare 2.03%
2 Industrials 1.18%
3 Technology 0.94%
4 Consumer Staples 0.16%
5 Financials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$368K 0.16%
1,902
-125
27
$339K 0.14%
11,530
+10
28
$325K 0.14%
1,570
+8
29
$317K 0.13%
942
30
$303K 0.13%
1,772
+11
31
$301K 0.13%
1,220
+5
32
$277K 0.12%
1,101
33
$240K 0.1%
1,498
+3
34
– –
-9,405
1
2