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
$238M
AUM Growth
+$709K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.27M
3
+$412K
4
JHML icon
John Hancock Multifactor Large Cap ETF
JHML
+$410K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$381K

Top Sells

1
+$6.12M
2
+$12.9K
3
+$8.92K
4
PGX icon
Invesco Preferred ETF
PGX
+$1.14K
5
AAPL icon
Apple
AAPL
+$175

Sector Composition

1 Healthcare 1.79%
2 Industrials 1.18%
3 Technology 0.9%
4 Consumer Staples 0.17%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$416K 0.17%
15,828
27
$412K 0.17%
1,902
28
$352K 0.15%
1,579
+9
29
$316K 0.13%
1,781
+9
30
$315K 0.13%
11,530
31
$301K 0.13%
1,101
32
$291K 0.12%
943
+1
33
$279K 0.12%
1,226
+6
34
$274K 0.12%
1,500
+2
35
– –
-103,817
1
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