SWM

Sequoia Wealth Management Portfolio holdings

AUM $12.9M
1-Year Est. Return 25.75%
This Quarter Est. Return
1 Year Est. Return
+25.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.2M
3
+$9M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$8.82M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.7%
2 Technology 0.22%
3 Consumer Discretionary 0.19%
4 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$949K 0.86%
+9,814
27
$796K 0.72%
+20,712
28
$769K 0.69%
+49,540
29
$730K 0.66%
+4,491
30
$726K 0.66%
+41,754
31
$717K 0.65%
+16,941
32
$643K 0.58%
+13,527
33
$595K 0.54%
+4,091
34
$572K 0.52%
+4,522
35
$538K 0.49%
+12,652
36
$537K 0.48%
+3,516
37
$378K 0.34%
+5,082
38
$378K 0.34%
+7,884
39
$348K 0.31%
+4,036
40
$346K 0.31%
+4,018
41
$344K 0.31%
+4,277
42
$340K 0.31%
+3,418
43
$300K 0.27%
+5,628
44
$281K 0.25%
+2,572
45
$272K 0.25%
+8,601
46
$270K 0.24%
+4,821
47
$250K 0.23%
+1,900
48
$247K 0.22%
+981
49
$241K 0.22%
+4,880
50
$239K 0.22%
+5,516
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