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
$101M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$2.44M
3
+$571K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$486K

Top Sells

1
+$3.04M
2
+$2.67M
3
+$2.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.68M
5
AADR icon
AdvisorShares Dorsey Wright ADR ETF
AADR
+$1.29M

Sector Composition

1 Financials 2.42%
2 Healthcare 0.72%
3 Energy 0.41%
4 Utilities 0.2%
5 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.75%
3,012
+294
27
$695K 0.69%
25,744
-3,478
28
$691K 0.68%
9,970
-24,234
29
$663K 0.66%
7,672
-614
30
$658K 0.65%
5,921
+313
31
$590K 0.58%
11,191
-3,590
32
$579K 0.57%
10,892
-21,412
33
$563K 0.56%
19,668
-10,752
34
$539K 0.53%
4,503
+2,603
35
$486K 0.48%
+4,000
36
$471K 0.47%
6,034
+708
37
$463K 0.46%
3,340
+1
38
$443K 0.44%
24,671
-1,774
39
$431K 0.43%
4,425
+1,975
40
$414K 0.41%
12,911
+4,508
41
$412K 0.41%
+6,048
42
$400K 0.4%
8,149
-2,640
43
$394K 0.39%
9,856
-5,592
44
$386K 0.38%
12,002
+4,553
45
$374K 0.37%
+7,600
46
$325K 0.32%
+2,617
47
$324K 0.32%
+8,734
48
$305K 0.3%
+2,925
49
$301K 0.3%
3,263
+3
50
$296K 0.29%
7,759
+775
1
2
3