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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.2M
3
+$9M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$8.82M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.7%
2 Technology 0.22%
3 Consumer Discretionary 0.19%
4 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.21%
+2,733
52
$234K 0.21%
+11,651
53
$224K 0.2%
+4,957
54
$222K 0.2%
+990
55
$215K 0.19%
+3,643
56
$207K 0.19%
+1,908
57
$206K 0.19%
+1,081
58
$200K 0.18%
+3,672
1 2
3