SWMG
Sanchez Wealth Management Group Portfolio holdings
AUM
$462M
1-Year Est. Return
13.82%
This Fund
S&P 500
1 Year Est. Return
+13.82%
AUM
$462M
AUM Growth
-$5.25M
(-1.1%)
Holding
53
Top Buys
| 1 | +$1.61M | |
| 2 | +$1.28M | |
| 3 | +$1.23M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.04M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$989K |
Top Sells
| 1 | +$443K | |
| 2 | +$250K | |
| 3 | +$203K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$138K |
| 5 |
Apple
AAPL
|
+$105K |
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Industrials | 0.96% |
| 3 | Healthcare | 0.5% |
| 4 | Financials | 0.22% |
| 5 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Union Pacific
UNP
$157B
| $245K | 0.05% |
1,010
+32
|
|
||
52
Lam Research
LRCX
$418B
| $233K | 0.05% |
+1,090
|
|
||
53
iShares Gold Trust
IAU
$69.7B
| $216K | 0.05% |
+2,455
|
|