SWMG
Sanchez Wealth Management Group Portfolio holdings
AUM
$415M
This Quarter Return
+5.73%
1 Year Return
+11.51%
3 Year Return
+47.02%
5 Year Return
+75.87%
10 Year Return
–
AUM
$96.9M
AUM Growth
–
Cap. Flow
+$96.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.93%
Holding
24
New
24
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$20.5M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$19.6M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$12.6M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.85M |
| 5 |
Invesco Total Return Bond ETF
GTO
|
$6.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 2.91% |
| 2 | Healthcare | 2.02% |
| 3 | Financials | 0.27% |
| 4 | Technology | 0.24% |
| 5 | Consumer Staples | 0.24% |
