SWM
Sanctuary Wealth Management Portfolio holdings
AUM
$151M
1-Year Return
17.94%
This Quarter Return
-2.31%
1 Year Return
+17.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.7M
AUM Growth
-$2.81M
(-3%)
Cap. Flow
+$53.9K
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
75.26%
Holding
314
New
26
Increased
39
Reduced
38
Closed
28
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16.1M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$15.6M |
| 3 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$4.13M |
| 4 |
iShares Morningstar Growth ETF
ILCG
|
$3.81M |
| 5 |
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% |
