SW

Schulz Wealth Portfolio holdings

AUM $151M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.4M
3
+$10.7M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$8.79M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.64%
2 Consumer Staples 0.46%
3 Financials 0.41%
4 Consumer Discretionary 0.38%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.68%
+29,500
27
$699K 0.67%
+3,633
28
$674K 0.64%
+29,707
29
$597K 0.57%
+17,629
30
$540K 0.52%
+14,921
31
$525K 0.5%
+13,507
32
$507K 0.48%
+15,515
33
$486K 0.46%
+19,456
34
$474K 0.45%
+19,000
35
$432K 0.41%
+1,821
36
$430K 0.41%
+10,110
37
$398K 0.38%
+2,620
38
$350K 0.34%
+1,600
39
$338K 0.32%
+2,140
40
$320K 0.31%
+8,515
41
$320K 0.31%
+7,867
42
$250K 0.24%
+4,761
43
$250K 0.24%
+2,405
44
$243K 0.23%
+2,505
45
$242K 0.23%
+510
46
$235K 0.22%
+356
47
$234K 0.22%
+1,420
48
$225K 0.22%
+7,315
49
$222K 0.21%
+6,118
50
$215K 0.21%
+1,135
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