SWM

Sequoia Wealth Management Portfolio holdings

AUM $12.9M
1-Year Est. Return 25.75%
This Fund
S&P 500
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
+$715K
2
+$569K
3
+$368K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$367K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$199K

Top Sells

1
+$2.85M
2
+$2.04M
3
+$1.89M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.7M
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%
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