SWMG
Sanchez Wealth Management Group Portfolio holdings
AUM
$468M
1-Year Est. Return
13.14%
This Fund
S&P 500
1 Year Est. Return
+13.14%
AUM
$468M
AUM Growth
+$17.3M
(+3.8%)
Holding
52
Top Buys
| 1 | +$8.74M | |
| 2 | +$7.99M | |
| 3 | +$7.49M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$7.24M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.73M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$9.7M | |
| 3 | +$5.74M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.8M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.74M |
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Industrials | 0.84% |
| 3 | Healthcare | 0.55% |
| 4 | Financials | 0.25% |
| 5 | Consumer Discretionary | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR Gold Trust
GLD
$164B
| $209K | 0.04% |
528
-163
|
|
||
52
Janus Henderson Securitized Income ETF
JSI
$1.51B
| – | – |
-21,987
|
|