SWM

Sequoia Wealth Management Portfolio holdings

AUM $12.9M
This Quarter Return
+4.35%
1 Year Return
+25.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow %
100%
Top 10 Hldgs %
62.12%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
$11.7M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$9.2M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$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 Shares
Change % 		Capital Flow
VYM icon
51
Vanguard High Dividend Yield ETF
VYM
$63.5B
$237K 0.21%
+2,733
New +$237K
FPE icon
52
First Trust Preferred Securities and Income ETF
FPE
$6.07B
$234K 0.21%
+11,651
New +$234K
FEMS icon
53
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$270M
$224K 0.2%
+4,957
New +$224K
UNH icon
54
UnitedHealth
UNH
$280B
$222K 0.2%
+990
New +$222K
ABT icon
55
Abbott
ABT
$229B
$215K 0.19%
+3,643
New +$215K
IBB icon
56
iShares Biotechnology ETF
IBB
$5.65B
$207K 0.19%
+1,908
New +$207K
HD icon
57
Home Depot
HD
$404B
$206K 0.19%
+1,081
New +$206K
SRE icon
58
Sempra
SRE
$54B
$200K 0.18%
+1,836
New +$200K
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