SWMG
Sard Wealth Management Group Portfolio holdings
AUM
$182M
1-Year Est. Return
9.3%
This Fund
S&P 500
1 Year Est. Return
+9.3%
AUM
$182M
AUM Growth
+$6.94M
(+4%)
Holding
59
Top Buys
| 1 | +$1.3M | |
| 2 | +$493K | |
| 3 | +$359K | |
| 4 |
Palantir
PLTR
|
+$333K |
| 5 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$322K |
Top Sells
| 1 | +$209K | |
| 2 | +$173K | |
| 3 | +$159K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$133K |
| 5 |
Procter & Gamble
PG
|
+$37.9K |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Consumer Staples | 1.49% |
| 3 | Consumer Discretionary | 1.29% |
| 4 | Healthcare | 1.11% |
| 5 | Communication Services | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares US Aerospace & Defense ETF
ITA
$15.9B
| $261K | 0.14% |
+1,218
|
|
||
52
Invesco Aerospace & Defense ETF
PPA
$8.21B
| $259K | 0.14% |
+1,653
|
|
||
53
AbbVie
ABBV
$407B
| $248K | 0.14% |
+1,084
|
|
||
54
iShares Select Dividend ETF
DVY
$22.3B
| $238K | 0.13% |
1,688
+6
|
|
||
|
FMN
55
Federated Hermes Premier Municipal Income Fund
FMN
$87.8M
| $229K | 0.13% |
20,598
|
|
||
56
Allstate
ALL
$55.1B
| $205K | 0.11% |
986
|
|
||
57
Pacer Trendpilot US Large Cap ETF
PTLC
$3.2B
| $200K | 0.11% |
+3,602
|
|
||
58
DNP Select Income Fund
DNP
$3.9B
| $200K | 0.11% |
20,000
-160
|
|
||
|
BITY
59
Amplify Bitcoin 2% Monthly Option Income ETF
BITY
$12.4M
| – | – |
-3,752
|
|