SWMG
Sanchez Wealth Management Group Portfolio holdings
AUM
$450M
1-Year Est. Return
12.5%
1 Year Est. Return
+12.5%
AUM
$450M
AUM Growth
+$35.6M
(+8.6%)
Holding
51
Top Buys
| 1 | +$4.23M | |
| 2 | +$1.69M | |
| 3 | +$1.59M | |
| 4 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.52M |
| 5 |
Janus Henderson Securitized Income ETF
JSI
|
+$1.15M |
Top Sells
| 1 | +$3.89M | |
| 2 | +$1.49M | |
| 3 | +$750K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$393K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$293K |
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Industrials | 0.72% |
| 3 | Healthcare | 0.56% |
| 4 | Financials | 0.25% |
| 5 | Consumer Staples | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco Preferred ETF
PGX
$3.9B
| – | – |
-67,415
|
|