SWA
Serenus Wealth Advisors Portfolio holdings
AUM
$589M
This Quarter Return
+1.18%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$575M
AUM Growth
–
Cap. Flow
+$575M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
91.26%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$245M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$86.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
$47.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$39.7M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$32.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.36% |
| 2 | Communication Services | 0.77% |
| 3 | Consumer Discretionary | 0.45% |
| 4 | Financials | 0.22% |
| 5 | Consumer Staples | 0.16% |
