SWMG
Sard Wealth Management Group Portfolio holdings
AUM
$162M
This Quarter Return
+11%
1 Year Return
+8.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.1M
AUM Growth
–
Cap. Flow
+$99.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.69%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$26.5M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$12.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$10.7M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.32M |
| 5 |
iShares Select Dividend ETF
DVY
|
$5.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Consumer Staples | 2.48% |
| 3 | Consumer Discretionary | 1.49% |
| 4 | Healthcare | 1.23% |
| 5 | Utilities | 1.19% |
