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
$89.8M
AUM Growth
-$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$74K
3
+$71.3K
4
BND icon
Vanguard Total Bond Market
BND
+$15.7K
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.89K

Top Sells

1
+$10.2M
2
+$1.77M
3
+$1.26M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.18M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$246K

Sector Composition

1 Real Estate 3.84%
2 Industrials 2.06%
3 Technology 0.77%
4 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74K 0.08%
+14,888
27
$22K 0.02%
1,133
28
– –
-3,913
1
2