SWM
Sentinel Wealth Management Portfolio holdings
AUM
$106M
1 Year Est. Return
–
AUM
$106M
AUM Growth
–
Holding
39
Top Buys
| 1 | +$18.2M | |
| 2 | +$14.2M | |
| 3 | +$8.07M | |
| 4 |
Dimensional US Small Cap Value ETF
DFSV
|
+$6.88M |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$6.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.18% |
| 2 | Technology | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 2000 Growth ETF
IWO
$13.2B
| $623K | 0.59% |
+2,181
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$124B
| $583K | 0.55% |
+1,373
|
|
||
28
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
| $517K | 0.49% |
+1,170
|
|
||
29
iShares Core S&P 500 ETF
IVV
$667B
| $506K | 0.48% |
+815
|
|
||
30
iShares Micro-Cap ETF
IWC
$1.03B
| $487K | 0.46% |
+3,815
|
|
||
31
iShares MSCI EAFE Small-Cap ETF
SCZ
$11B
| $467K | 0.44% |
+6,426
|
|
||
32
Enterprise Products Partners
EPD
$67B
| $430K | 0.4% |
+13,864
|
|
||
33
iShares Russell 1000 Value ETF
IWD
$65.1B
| $415K | 0.39% |
+2,137
|
|
||
34
Oneok
OKE
$43.9B
| $404K | 0.38% |
+4,952
|
|
||
35
Cisco
CSCO
$278B
| $358K | 0.34% |
+5,165
|
|
||
36
iShares US Real Estate ETF
IYR
$3.8B
| $347K | 0.33% |
+3,660
|
|
||
37
iShares MSCI EAFE ETF
EFA
$68.4B
| $326K | 0.31% |
+3,650
|
|
||
38
Plains All American Pipeline
PAA
$11.8B
| $224K | 0.21% |
+12,206
|
|
||
39
Energy Transfer Partners
ET
$57.8B
| $203K | 0.19% |
+11,183
|
|