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
$175M
AUM Growth
+$13M
(+8%)
Holding
55
Top Buys
| 1 | +$1.27M | |
| 2 | +$446K | |
| 3 | +$441K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$318K |
| 5 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$290K |
Top Sells
| 1 | +$445K | |
| 2 | +$209K | |
| 3 | +$114K | |
| 4 |
AT&T
T
|
+$34.8K |
| 5 |
Palantir
PLTR
|
+$31.6K |
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Consumer Staples | 1.53% |
| 3 | Consumer Discretionary | 1.31% |
| 4 | Healthcare | 0.93% |
| 5 | Utilities | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CGNG
51
Capital Group New Geography Equity ETF
CGNG
$1.62B
| $214K | 0.12% |
+6,937
|
|
||
52
Allstate
ALL
$55.1B
| $212K | 0.12% |
+986
|
|
||
|
BITY
53
Amplify Bitcoin 2% Monthly Option Income ETF
BITY
$12.4M
| $209K | 0.12% |
+3,752
|
|
||
54
DNP Select Income Fund
DNP
$3.9B
| $202K | 0.12% |
20,160
-29
|
|
||
55
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.03B
| – | – |
-16,065
|
|