SWM
Sequoia Wealth Management Portfolio holdings
AUM
$12.9M
1-Year Est. Return
25.75%
This Fund
S&P 500
1 Year Est. Return
+25.75%
AUM
$12.9M
AUM Growth
-$36M
(-74%)
Holding
56
Top Sells
| 1 | +$7.4M | |
| 2 | +$3.06M | |
| 3 | +$2.3M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.81M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.53M |
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 | |
|---|---|---|---|---|---|---|
|
MNDT
51
DELISTED
Mandiant, Inc. Common Stock
MNDT
| – | – |
-12,500
|
|
||
|
GWPH
52
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| – | – |
-4,925
|
|
||
53
Vanguard Total Bond Market
BND
$150B
| – | – |
-7,905
|
|
||
54
iShares 20+ Year Treasury Bond ETF
TLT
$44.4B
| – | – |
-3,430
|
|
||
55
Vanguard Small-Cap Value ETF
VBR
$32.9B
| – | – |
-2,433
|
|
||
56
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.2B
| – | – |
-6,931
|
|