SWM

Sanctuary Wealth Management Portfolio holdings

AUM $151M
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$12.4M
3
+$7.88M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.51M
5
BND icon
Vanguard Total Bond Market
BND
+$374K

Top Sells

1
+$19.2M
2
+$11.4M
3
+$7.81M
4
AAPL icon
Apple
AAPL
+$352K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$351K

Sector Composition

1 Industrials 2.87%
2 Technology 1.97%
3 Consumer Staples 0.73%
4 Financials 0.69%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$228 ﹤0.01%
12
277
$195 ﹤0.01%
18
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$178 ﹤0.01%
8
279
$176 ﹤0.01%
3
280
$139 ﹤0.01%
20
281
$105 ﹤0.01%
3
282
$94 ﹤0.01%
2
283
$72 ﹤0.01%
1
284
$29 ﹤0.01%
14
285
$20 ﹤0.01%
1
286
$5 ﹤0.01%
1
287
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