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
$106M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$735K
2
+$596K
3
+$383K
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$368K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$211K

Top Sells

1
+$2.85M
2
+$2.03M
3
+$1.91M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Healthcare 0.67%
2 Utilities 0.26%
3 Consumer Discretionary 0%
4 Financials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.19%
+1,798
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