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
$103M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$13.2M
3
+$8.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.51M
5
BND icon
Vanguard Total Bond Market
BND
+$389K

Top Sells

1
+$19.2M
2
+$11.5M
3
+$7.79M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$376K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$373K

Sector Composition

1 Industrials 2.87%
2 Technology 1.97%
3 Consumer Staples 0.73%
4 Financials 0.69%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.78K 0.01%
298
-53
152
$9.25K 0.01%
226
153
$9.11K 0.01%
175
154
$9.11K 0.01%
530
+480
155
$8.7K 0.01%
313
156
$8.52K 0.01%
35
157
$8.49K 0.01%
343
+12
158
$8.28K 0.01%
80
159
$8.26K 0.01%
86
160
$7.94K 0.01%
49
161
$7.63K 0.01%
1,700
162
$7.4K 0.01%
32
-4
163
$7.19K 0.01%
100
-50
164
$7.15K 0.01%
584
165
$6.75K 0.01%
820
166
$6.6K 0.01%
42
167
$6.24K 0.01%
115
168
$6.16K 0.01%
65
169
$5.98K 0.01%
42
170
$5.86K 0.01%
10
171
$5.74K 0.01%
30
172
$5.55K 0.01%
135
173
$5.44K 0.01%
600
174
$5.44K 0.01%
131
175
$5.28K 0.01%
70
5 6
7
8 9