SWM
Sandro Wealth Management Portfolio holdings
AUM
$121M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$121M
AUM Growth
–
Holding
93
Top Buys
| 1 | +$7.65M | |
| 2 | +$7.13M | |
| 3 | +$6.51M | |
| 4 |
Apple
AAPL
|
+$6.12M |
| 5 |
Core Scientific
CORZ
|
+$4.49M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.12% |
| 2 | Financials | 13.64% |
| 3 | Healthcare | 9.73% |
| 4 | Communication Services | 9.32% |
| 5 | Consumer Discretionary | 8.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$387B
| $304K | 0.25% |
+1,331
|
|
||
|
MNTN
77
MNTN Inc
MNTN
$577M
| $299K | 0.25% |
+25,000
|
|
||
78
Philip Morris
PM
$283B
| $295K | 0.24% |
+1,838
|
|
||
79
Eli Lilly
LLY
$914B
| $292K | 0.24% |
+271
|
|
||
80
EOG Resources
EOG
$61B
| $285K | 0.24% |
+2,717
|
|
||
81
Qualcomm
QCOM
$145B
| $279K | 0.23% |
+1,634
|
|
||
|
FITB
82
DELISTED
Fifth Third Bancorp
FITB
| $276K | 0.23% |
+5,900
|
|
||
83
Duke Energy
DUK
$96B
| $275K | 0.23% |
+2,344
|
|
||
84
MetLife
MET
$49.4B
| $269K | 0.22% |
+3,407
|
|
||
85
Altria Group
MO
$109B
| $268K | 0.22% |
+4,653
|
|
||
86
Marathon Petroleum
MPC
$57.8B
| $266K | 0.22% |
+1,638
|
|
||
87
AB InBev
BUD
$146B
| $252K | 0.21% |
+3,942
|
|
||
88
CME Group
CME
$107B
| $237K | 0.2% |
+867
|
|
||
89
Verizon
VZ
$199B
| $231K | 0.19% |
+5,680
|
|
||
90
NiSource
NI
$20.8B
| $214K | 0.18% |
+5,126
|
|
||
91
Regions Financial
RF
$26.5B
| $213K | 0.18% |
+7,854
|
|
||
92
DTE Energy
DTE
$28.3B
| $206K | 0.17% |
+1,601
|
|
||
93
Caterpillar
CAT
$317B
| $204K | 0.17% |
+356
|
|