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
$201M
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$272K
2
+$221K
3
+$198K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$133K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$132K

Top Sells

1
+$315K
2
+$204K
3
+$69.3K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$19.2K
5
MSFT icon
Microsoft
MSFT
+$11K

Sector Composition

1 Healthcare 1.85%
2 Industrials 1.07%
3 Technology 0.73%
4 Consumer Staples 0.2%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.19%
15,828
27
$356K 0.18%
2,605
28
$318K 0.16%
1,792
+11
29
$284K 0.14%
1,588
+9
30
$277K 0.14%
1,502
+2
31
$259K 0.13%
1,231
+5
32
$235K 0.12%
1,101
33
$231K 0.11%
900
-43
34
– –
-11,530
1
2