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
$104M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$835K
3
+$527K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$515K
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$460K

Top Sells

1
+$2.88M
2
+$2.65M
3
+$2.59M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Healthcare 0.53%
2 Real Estate 0.2%
3 Utilities 0.2%
4 Financials 0.07%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.22%
3,750
+107
52
$209K 0.2%
+1,200
53
$207K 0.2%
+6,000
54
$207K 0.2%
3,726
+54
55
$73K 0.07%
+2,500
56
– –
-5,516
57
– –
-41,754
58
– –
-990
59
– –
-2,572
60
– –
-39,853
61
– –
-1,081
62
– –
-1,908
63
– –
-4,036
1 2
3