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
$117M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.8M
3
+$886K
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$504K
5
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$494K

Top Sells

1
+$1.17M
2
+$477K
3
+$416K
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$323K
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$252K

Sector Composition

1 Technology 1.58%
2 Financials 0.58%
3 Consumer Staples 0.47%
4 Consumer Discretionary 0.4%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.2%
1,135
52
$230K 0.2%
547
53
$222K 0.19%
1,976
54
$220K 0.19%
845
-976
55
$217K 0.19%
+450
56
$216K 0.18%
6,555
57
$205K 0.18%
+5,615
58
– –
-6,118
59
– –
-7,315
1 2
3