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
$94.2M
AUM Growth
-$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.55M
3
+$1.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$655K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$617K

Top Sells

1
+$7.43M
2
+$7.34M
3
+$3.79M
4
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$1.41M
5
IYF icon
iShares US Financials ETF
IYF
+$317K

Sector Composition

1 Healthcare 0.59%
2 Utilities 0.23%
3 Financials 0%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$844K 0.9%
8,724
-32
27
$765K 0.81%
24,295
-1,294
28
$701K 0.74%
11,014
+3,376
29
$697K 0.74%
15,448
30
$690K 0.73%
12,812
+162
31
$681K 0.72%
6,126
+1,604
32
$677K 0.72%
4,512
+262
33
$667K 0.71%
34,894
+290
34
$661K 0.7%
2,438
35
$657K 0.7%
9,361
+1,859
36
$549K 0.58%
6,376
+2,596
37
$540K 0.57%
5,988
+2,255
38
$540K 0.57%
16,833
-384
39
$505K 0.54%
3,301
-49
40
$455K 0.48%
8,183
+2,590
41
$442K 0.47%
9,043
+2,408
42
$369K 0.39%
4,461
-32
43
$345K 0.37%
3,658
-256
44
$330K 0.35%
7,884
45
$308K 0.33%
3,701
+271
46
$308K 0.33%
8,103
-88
47
$299K 0.32%
5,628
48
$270K 0.29%
+6,908
49
$255K 0.27%
1,900
50
$252K 0.27%
+2,200
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