SW
Schulz Wealth Portfolio holdings
AUM
$134M
This Quarter Return
+0.61%
1 Year Return
+10.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+0.69%)
Cap. Flow
+$296K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
68.92%
Holding
61
New
3
Increased
11
Reduced
18
Closed
–
Top Buys
| 1 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
$846K |
| 2 |
Vanguard Growth ETF
VUG
|
$302K |
| 3 |
Mastercard
MA
|
$208K |
| 4 |
Vanguard US Momentum Factor ETF
VFMO
|
$191K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$178K |
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$612K |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$445K |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$245K |
| 4 |
FT Vest US Equity Buffer ETF September
FSEP
|
$157K |
| 5 |
TSMC
TSM
|
$98.7K |
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Financials | 0.71% |
| 3 | Consumer Staples | 0.54% |
| 4 | Consumer Discretionary | 0.4% |
| 5 | Utilities | 0.21% |
