SWM
Sequoia Wealth Management Portfolio holdings
AUM
$12.9M
This Quarter Return
+4.35%
1 Year Return
+25.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$111M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.12%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.7% |
| 2 | Technology | 0.22% |
| 3 | Consumer Discretionary | 0.19% |
| 4 | Utilities | 0.18% |
