SWM
Selby Wealth Management Portfolio holdings
AUM
$248M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$248M
AUM Growth
–
Holding
84
Top Buys
| 1 | +$19M | |
| 2 | +$18.4M | |
| 3 | +$17.7M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$13M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$10.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.48% |
| 2 | Technology | 1.89% |
| 3 | Financials | 0.26% |
| 4 | Healthcare | 0.14% |
| 5 | Communication Services | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
| $292K | 0.12% |
+608
|
|
||
77
First Trust Rising Dividend Achievers ETF
RDVY
$20.9B
| $262K | 0.11% |
+3,770
|
|
||
78
State Street SPDR S&P Dividend ETF
SDY
$21.9B
| $254K | 0.1% |
+1,827
|
|
||
79
Dimensional US Core Equity 2 ETF
DFAC
$42.4B
| $249K | 0.1% |
+6,301
|
|
||
80
ServiceNow
NOW
$109B
| $230K | 0.09% |
+1,500
|
|
||
81
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$153M
| $227K | 0.09% |
+7,680
|
|
||
82
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
| $211K | 0.09% |
+2,059
|
|
||
83
Microsoft
MSFT
$2.97T
| $210K | 0.08% |
+435
|
|
||
84
Innovator US Equity Power Buffer ETF November
PNOV
$962M
| $206K | 0.08% |
+4,923
|
|