SWM

Sanctuary Wealth Management Portfolio holdings

AUM $151M
1-Year Est. Return 17.94%
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.61%
2 Industrials 2.49%
3 Consumer Staples 0.87%
4 Financials 0.73%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$329 ﹤0.01%
+13
277
$301 ﹤0.01%
+24
278
$297 ﹤0.01%
+4
279
$261 ﹤0.01%
+7
280
$182 ﹤0.01%
+19
281
$180 ﹤0.01%
+18
282
$148 ﹤0.01%
+34
283
$148 ﹤0.01%
+3
284
$117 ﹤0.01%
+2
285
$108 ﹤0.01%
+3
286
$62 ﹤0.01%
+13
287
$35 ﹤0.01%
+2