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
$106M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$596K
3
+$383K
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$368K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$211K

Top Sells

1
+$2.85M
2
+$2.03M
3
+$1.91M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Healthcare 0.67%
2 Utilities 0.26%
3 Consumer Discretionary 0%
4 Financials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.67%
4,325
27
$647K 0.61%
10,169
-7,250
28
$635K 0.6%
8,225
-26,275
29
$606K 0.57%
3,981
-522
30
$596K 0.56%
6,767
+733
31
$532K 0.5%
4,000
32
$475K 0.45%
8,330
-5,218
33
$458K 0.43%
3,313
+225
34
$422K 0.4%
11,560
-3,368
35
$404K 0.38%
9,686
-21,973
36
$374K 0.35%
9,016
-133
37
$369K 0.35%
6,510
+827
38
$346K 0.33%
2,095
-1,245
39
$329K 0.31%
5,529
-11,576
40
$318K 0.3%
2,925
-212
41
$314K 0.3%
2,433
+305
42
$300K 0.28%
8,046
-11,418
43
$290K 0.27%
6,796
-915
44
$271K 0.26%
3,842
-36
45
$255K 0.24%
3,176
-480
46
$252K 0.24%
12,865
-1,123
47
$244K 0.23%
5,666
-44,410
48
$241K 0.23%
6,930
-972
49
$237K 0.22%
2,633
-4,434
50
$211K 0.2%
+1,737
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