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
$116M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.57M
3
+$2.57M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.72M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$937K

Top Sells

1
+$459K
2
+$350K
3
+$272K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$161K
5
IYF icon
iShares US Financials ETF
IYF
+$116K

Sector Composition

1 Healthcare 0.86%
2 Consumer Discretionary 0.2%
3 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.23%
+3,651
52
$266K 0.23%
7,449
-654
53
$258K 0.22%
+5,485
54
$243K 0.21%
6,000
55
$232K 0.2%
+2,122
56
$228K 0.2%
+1,101
57
$218K 0.19%
5,083
-290
58
$215K 0.18%
3,782
-318
59
$200K 0.17%
+758
60
$148K 0.13%
+3,647
1 2
3