SWM
Sequoia Wealth Management Portfolio holdings
AUM
$12.9M
This Quarter Return
+3.29%
1 Year Return
+25.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-14%)
Cap. Flow
-$22.4M
Cap. Flow
% of AUM
-21.25%
Top 10 Holdings %
Top 10 Hldgs %
72.98%
Holding
74
New
2
Increased
15
Reduced
32
Closed
23
Top Buys
Top Sells
| 1 |
FS KKR Capital
FSK
|
$2.85M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.03M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.91M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$1.76M |
| 5 |
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% |
