SWM
Sentinel Wealth Management Portfolio holdings
AUM
$106M
This Quarter Return
+6.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.3%
Holding
39
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$18.2M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$14.2M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$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% |
