SWM

SFG Wealth Management Portfolio holdings

AUM $165M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.37M
3
+$1.36M
4
SPBC icon
Simplify US Equity PLUS GBTC ETF
SPBC
+$1.03M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$862K

Top Sells

1
+$792K
2
+$759K
3
+$639K
4
GE icon
GE Aerospace
GE
+$633K
5
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$493K

Sector Composition

1 Financials 4.13%
2 Technology 3.8%
3 Industrials 3.1%
4 Communication Services 3%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.29%
+20,988
52
$507K 0.29%
7,924
+1,233
53
$490K 0.28%
2,025
+4
54
$477K 0.27%
1,022
-9
55
$462K 0.26%
8,155
-84
56
$446K 0.25%
885
57
$440K 0.25%
2,168
-93
58
$432K 0.25%
4,820
-232
59
$429K 0.24%
785
+58
60
$427K 0.24%
+8,520
61
$409K 0.23%
4,871
+7
62
$405K 0.23%
9,818
+2
63
$402K 0.23%
3,059
64
$392K 0.22%
9,620
+11
65
$391K 0.22%
1,250
-235
66
$379K 0.22%
4,128
+53
67
$378K 0.22%
928
-82
68
$374K 0.21%
1,339
+1
69
$370K 0.21%
4,201
-58
70
$356K 0.2%
3,000
71
$344K 0.2%
5,085
+210
72
$338K 0.19%
3,367
-15
73
$316K 0.18%
4,864
+11
74
$308K 0.18%
8,788
-51
75
$308K 0.18%
2,416
-622
1 2
3
4 5