SWM
Sendero Wealth Management Portfolio holdings
AUM
$904M
1-Year Est. Return
22.78%
This Fund
S&P 500
1 Year Est. Return
+22.78%
AUM
$225M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$94.6M | |
| 2 | +$14.6M | |
| 3 | +$14.4M | |
| 4 |
Microsoft
MSFT
|
+$9.09M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$8.18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Communication Services | 10.78% |
| 3 | Financials | 9.93% |
| 4 | Healthcare | 4.43% |
| 5 | Consumer Discretionary | 4.31% |