SWM
Sanctuary Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
+8.17%
1 Year Return
+17.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+8%)
Cap. Flow
+$1.61M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
88.08%
Holding
36
New
2
Increased
12
Reduced
10
Closed
3
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$1.65M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.59M |
| 3 |
Vanguard Consumer Discretionary ETF
VCR
|
$1.14M |
| 4 |
Apple
AAPL
|
$1.03M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$973K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.52M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.4M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.16M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$446K |
| 5 |
Amazon
AMZN
|
$262K |
Sector Composition
| 1 | Industrials | 2.29% |
| 2 | Technology | 1.33% |
| 3 | Real Estate | 1.09% |
| 4 | Consumer Staples | 0.49% |
| 5 | Consumer Discretionary | 0.42% |
