SWM
Sequoia Wealth Management Portfolio holdings
AUM
$12.9M
1-Year Est. Return
25.75%
1 Year Est. Return
+25.75%
AUM
$12.9M
AUM Growth
-$36M
(-74%)
Holding
56
Top Sells
| 1 | +$7.73M | |
| 2 | +$3.06M | |
| 3 | +$2.3M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.9M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$1.54M |
Sector Composition
| 1 | Healthcare | 1.9% |
| 2 | Financials | 0% |
| 3 | Technology | 0% |
| 4 | Utilities | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| – | – |
-3,981
|
|
||
52
Vanguard Growth ETF
VUG
$197B
| – | – |
-5,795
|
|
||
53
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| – | – |
-7,251
|
|
||
54
Vanguard High Dividend Yield ETF
VYM
$65.4B
| – | – |
-8,208
|
|
||
|
MNDT
55
DELISTED
Mandiant, Inc. Common Stock
MNDT
| – | – |
-12,500
|
|
||
|
GWPH
56
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| – | – |
-4,925
|
|