SWM
Sanctuary Wealth Management Portfolio holdings
AUM
$151M
1-Year Est. Return
17.94%
1 Year Est. Return
+17.94%
AUM
$151M
AUM Growth
+$11.3M
(+8.1%)
Holding
304
Top Buys
| 1 | +$19.8M | |
| 2 | +$12.2M | |
| 3 | +$10.9M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$4.05M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$3.96M |
Top Sells
| 1 | +$19M | |
| 2 | +$14.2M | |
| 3 | +$13M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$910K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$778K |
Sector Composition
| 1 | Industrials | 4.02% |
| 2 | Technology | 3.04% |
| 3 | Consumer Staples | 0.62% |
| 4 | Financials | 0.52% |
| 5 | Consumer Discretionary | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Texas Instruments
TXN
$153B
| – | – |
-33
|
|
||
302
Vanguard Short-Term Treasury ETF
VGSH
$24.7B
| – | – |
-2
|
|
||
303
Essential Utilities
WTRG
$11.1B
| – | – |
-1,299
|
|
||
|
TCBP
304
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
| – | – |
-1
|
|