SWM
SFG Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
+7.76%
1 Year Return
+13.86%
3 Year Return
+70.09%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$9.29M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.91M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74M |
| 4 |
Visa
V
|
$4.45M |
| 5 |
Roblox
RBLX
|
$4.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.31% |
| 2 | Communication Services | 6.26% |
| 3 | Technology | 4.18% |
| 4 | Consumer Discretionary | 2.5% |
| 5 | Industrials | 2.31% |
