SWM
Sanctuary Wealth Management Portfolio holdings
AUM
$151M
This Quarter Return
+8.29%
1 Year Return
+17.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.5M
AUM Growth
–
Cap. Flow
+$94.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.28%
Holding
288
New
288
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$16.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$15.3M |
| 4 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$4.13M |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
$3.98M |
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% |
