SWM
Sanctuary Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
-6.55%
1 Year Return
+17.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.8M
AUM Growth
+$90.8M
(-3.4%)
Cap. Flow
+$605K
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
81.13%
Holding
42
New
6
Increased
9
Reduced
12
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$17.9M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$10.1M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$8.02M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.79M |
| 5 |
SGFY
Signify Health, Inc.
SGFY
|
$639K |
Top Sells
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Industrials | 2.25% |
| 3 | Healthcare | 1.05% |
| 4 | Consumer Staples | 0.62% |
| 5 | Communication Services | 0.48% |
