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
$104M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$835K
3
+$527K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$515K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$460K

Top Sells

1
+$2.88M
2
+$2.65M
3
+$2.59M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Healthcare 0.53%
2 Real Estate 0.2%
3 Utilities 0.2%
4 Financials 0.07%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$806K 0.78%
5,026
+535
27
$794K 0.77%
25,589
+16,988
28
$674K 0.65%
34,604
+22,953
29
$649K 0.63%
15,448
+2,796
30
$642K 0.62%
2,438
-4,150
31
$613K 0.59%
12,650
-877
32
$604K 0.58%
4,250
+159
33
$552K 0.53%
7,502
+2,420
34
$548K 0.53%
17,217
-21,597
35
$542K 0.52%
4,522
36
$492K 0.48%
3,350
-166
37
$415K 0.4%
7,638
+2,817
38
$386K 0.37%
6,635
-45,499
39
$370K 0.36%
7,884
40
$370K 0.36%
4,493
+1,760
41
$366K 0.35%
8,191
+3,234
42
$335K 0.32%
6,953
+2,073
43
$325K 0.31%
3,430
+12
44
$322K 0.31%
3,780
-238
45
$301K 0.29%
3,914
-33,721
46
$297K 0.29%
3,733
-544
47
$297K 0.29%
+5,593
48
$290K 0.28%
5,628
49
$246K 0.24%
1,900
50
$237K 0.23%
981
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