We are live on ! Find out more
SWM

Sentinel Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$827K
3
+$495K
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$327K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$180K

Top Sells

1
+$597K
2
+$546K
3
+$221K
4
ET icon
Energy Transfer Partners
ET
+$203K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$201K

Sector Composition

1 Energy 0.87%
2 Technology 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$698K 0.61%
2,181
27
$643K 0.56%
5,492
28
$569K 0.49%
3,815
29
$544K 0.47%
1,170
30
$519K 0.45%
775
-40
31
$493K 0.43%
6,426
32
$435K 0.38%
2,137
33
$434K 0.38%
13,864
34
$361K 0.31%
4,952
35
$355K 0.31%
3,660
36
$353K 0.31%
5,165
37
$341K 0.3%
3,650
38
$208K 0.18%
12,206
39
– –
-11,183
1
2