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
$91.7M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$11.3M
3
+$7.83M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$424K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$264K

Top Sells

1
+$16.1M
2
+$15.6M
3
+$4.13M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$3.81M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$161K

Sector Composition

1 Industrials 2.55%
2 Technology 2.45%
3 Consumer Staples 0.81%
4 Financials 0.71%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
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