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
$247M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$418K
3
+$329K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$301K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$275K

Top Sells

1
+$37K
2
+$36.3K
3
+$23.4K

Sector Composition

1 Healthcare 1.4%
2 Industrials 1.11%
3 Technology 1%
4 Financials 0.39%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$399K 0.16%
1,623
+9
27
$383K 0.16%
15,828
28
$360K 0.15%
75,784
+21,121
29
$343K 0.14%
1,578
+3
30
$307K 0.12%
902
31
$303K 0.12%
1,833
+11
32
$276K 0.11%
1,256
+7
33
$275K 0.11%
2,560
34
$264K 0.11%
1,816
+1
35
$225K 0.09%
1,101
1
2