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
$101M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$2.44M
3
+$571K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$498K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$486K

Top Sells

1
+$3.04M
2
+$2.67M
3
+$2.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.68M
5
AADR icon
AdvisorShares Dorsey Wright ADR ETF
AADR
+$1.29M

Sector Composition

1 Financials 2.42%
2 Healthcare 0.72%
3 Energy 0.41%
4 Utilities 0.2%
5 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 11.84%
228,201
+10,902
2
$9.86M 9.76%
121,323
+4,079
3
$9.21M 9.12%
100,733
+1,070
4
$8.88M 8.79%
57,539
+51,967
5
$7.96M 7.89%
186,760
+7,050
6
$5.02M 4.97%
39,358
+3,900
7
$3.55M 3.51%
57,139
-1,703
8
$3.03M 3%
60,216
-750
9
$2.78M 2.75%
20,755
-5,926
10
$2.61M 2.58%
30,935
+4,726
11
$2.44M 2.42%
+117,882
12
$2.22M 2.2%
8,815
-1,674
13
$1.79M 1.77%
84,743
-3,220
14
$1.72M 1.71%
72,923
-2,565
15
$1.67M 1.66%
19,010
-470
16
$1.61M 1.6%
68,855
+9,064
17
$1.37M 1.36%
35,815
+3,615
18
$1.35M 1.34%
85,355
-2,404
19
$1.34M 1.33%
38,727
-1,389
20
$1.33M 1.32%
34,839
+2
21
$1.28M 1.26%
31,847
-32,300
22
$1.2M 1.19%
35,731
-536
23
$1.02M 1.01%
30,735
-13,490
24
$1M 0.99%
20,698
+5,525
25
$775K 0.77%
5,771
+1,259
1
2 3