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
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.2M
3
+$9M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$8.82M
5
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$8.19M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 10.57%
+113,139
2
$9.2M 8.31%
+215,119
3
$9M 8.12%
+168,331
4
$8.82M 7.96%
+103,123
5
$8.19M 7.4%
+454,068
6
$7.55M 6.82%
+163,154
7
$4.47M 4.04%
+81,799
8
$3.82M 3.45%
+24,632
9
$3.09M 2.79%
+52,134
10
$2.93M 2.65%
+20,856
11
$2.93M 2.65%
+37,635
12
$2.88M 2.61%
+39,853
13
$2.54M 2.3%
+36,215
14
$2.53M 2.29%
+9,179
15
$2.33M 2.1%
+37,704
16
$2.1M 1.89%
+23,040
17
$2M 1.81%
+33,092
18
$1.8M 1.63%
+6,588
19
$1.71M 1.54%
+43,910
20
$1.6M 1.44%
+37,648
21
$1.27M 1.15%
+38,814
22
$1.23M 1.11%
+57,445
23
$1.21M 1.09%
+49,307
24
$1.18M 1.06%
+49,188
25
$1.09M 0.99%
+10,209
1
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