SW

Schulz Wealth Portfolio holdings

AUM $156M
1-Year Est. Return 13.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.29%
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
+$16.4M
2
+$12.4M
3
+$9.6M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$8.36M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$6.92M

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
51
$214K 0.21%
+1,976
52
$207K 0.2%
+6,555
53
$207K 0.2%
+2,284
54
$206K 0.2%
+547
1 2
3