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
$101M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$2.44M
3
+$571K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$486K

Top Sells

1
+$3.04M
2
+$2.67M
3
+$2.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.68M
5
AADR icon
AdvisorShares Dorsey Wright ADR ETF
AADR
+$1.29M

Sector Composition

1 Financials 2.42%
2 Healthcare 0.72%
3 Energy 0.41%
4 Utilities 0.2%
5 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.26%
5,633
+5
52
$243K 0.24%
+2,128
53
$239K 0.24%
+5,785
54
$226K 0.22%
5,792
+709
55
$223K 0.22%
+5,030
56
$218K 0.22%
2,633
-4,864
57
$217K 0.21%
6,000
58
$203K 0.2%
3,758
-24
59
$200K 0.2%
+5,068
60
– –
-3,651
61
– –
-7,837
62
– –
-8,732
63
– –
-758
64
– –
-8,880
65
– –
-1,101
66
– –
-58,683
67
– –
-30,684
68
– –
-3,647
69
– –
-5,485
70
– –
-2,122
71
– –
-175,208
1 2
3