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
$94.2M
AUM Growth
-$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.55M
3
+$1.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$655K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$617K

Top Sells

1
+$7.43M
2
+$7.34M
3
+$3.79M
4
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$1.41M
5
IYF icon
iShares US Financials ETF
IYF
+$317K

Sector Composition

1 Healthcare 0.59%
2 Utilities 0.23%
3 Financials 0%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.24%
5,373
-1,580
52
$216K 0.23%
4,100
+374
53
$215K 0.23%
6,000
54
– –
-3,750
55
– –
-981
56
– –
-2,500
57
– –
-1,200
58
– –
-13,182
1 2
3