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
$94.2M
AUM Growth
-$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.55M
3
+$1.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$655K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$617K

Top Sells

1
+$7.43M
2
+$7.34M
3
+$3.79M
4
PWO
POWER SHARES ETF DYNAMIC OTC
PWO
+$1.41M
5
IYF icon
iShares US Financials ETF
IYF
+$317K

Sector Composition

1 Healthcare 0.59%
2 Utilities 0.23%
3 Financials 0%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.96M 10.57%
187,190
+10,923
2
$9.78M 10.38%
95,948
-37,196
3
$9.45M 10.02%
113,913
+5,830
4
$8.74M 9.28%
179,468
+8,685
5
$4.39M 4.66%
32,356
+7,708
6
$4.24M 4.49%
28,759
+4,451
7
$3.32M 3.52%
46,221
+4,270
8
$3.27M 3.47%
59,543
+111
9
$2.88M 3.06%
10,239
+142
10
$2.61M 2.77%
165,008
+98,297
11
$2.53M 2.69%
48,210
+4,821
12
$2.03M 2.15%
23,887
-21
13
$2.01M 2.14%
34,216
-5,386
14
$1.6M 1.7%
+14,461
15
$1.57M 1.67%
58,729
+3,541
16
$1.49M 1.58%
70,445
+8,619
17
$1.48M 1.57%
55,635
+23,195
18
$1.46M 1.55%
60,247
+6,935
19
$1.44M 1.53%
35,416
-182,256
20
$1.28M 1.36%
30,186
+2,802
21
$1.23M 1.3%
29,777
+1,840
22
$1.12M 1.19%
63,567
-417,492
23
$1.07M 1.14%
25,937
+2,893
24
$942K 1%
28,980
+1,050
25
$877K 0.93%
5,062
+36
1
2 3