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
$94.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.61%
2 Industrials 2.49%
3 Consumer Staples 0.87%
4 Financials 0.73%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$26.7K 0.03%
+502
102
$25.4K 0.03%
+683
103
$24.3K 0.03%
+516
104
$23.4K 0.02%
+656
105
$22.3K 0.02%
+1,454
106
$22.1K 0.02%
+665
107
$22.1K 0.02%
+250
108
$21.9K 0.02%
+239
109
$21.9K 0.02%
+300
110
$21.7K 0.02%
+954
111
$21.6K 0.02%
+338
112
$20.8K 0.02%
+175
113
$20.7K 0.02%
+564
114
$20.4K 0.02%
+477
115
$19.8K 0.02%
+363
116
$19.6K 0.02%
+1,400
117
$19.4K 0.02%
+412
118
$19.1K 0.02%
+600
119
$19K 0.02%
+1,000
120
$17.8K 0.02%
+523
121
$17.7K 0.02%
+1,700
122
$17.6K 0.02%
+150
123
$15.9K 0.02%
+303
124
$15.3K 0.02%
+93
125
$15.2K 0.02%
+1,700