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
$116M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.57M
3
+$2.57M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.72M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$937K

Top Sells

1
+$459K
2
+$350K
3
+$272K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$161K
5
IYF icon
iShares US Financials ETF
IYF
+$116K

Sector Composition

1 Healthcare 0.86%
2 Consumer Discretionary 0.2%
3 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.23%
32,200
+2,423
27
$1.06M 0.91%
30,420
+1,440
28
$1.04M 0.89%
5,572
+510
29
$934K 0.8%
29,222
+4,927
30
$917K 0.79%
14,781
+3,767
31
$895K 0.77%
8,286
-438
32
$863K 0.74%
15,173
+2,361
33
$790K 0.68%
2,718
+280
34
$750K 0.64%
15,448
35
$728K 0.63%
4,512
36
$712K 0.61%
5,608
-518
37
$647K 0.56%
8,880
-481
38
$625K 0.54%
7,497
+1,121
39
$617K 0.53%
7,837
+1,849
40
$611K 0.52%
10,789
+2,606
41
$540K 0.46%
3,339
+38
42
$505K 0.43%
26,445
-8,449
43
$463K 0.4%
5,326
+865
44
$423K 0.36%
2,450
+250
45
$336K 0.29%
8,403
+1,495
46
$311K 0.27%
5,628
47
$309K 0.27%
3,260
-441
48
$293K 0.25%
8,732
-8,101
49
$285K 0.24%
6,984
-900
50
$270K 0.23%
1,900
1
2
3