SWM
SFG Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
+2.28%
1 Year Return
+13.86%
3 Year Return
+70.09%
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+4.2%)
Cap. Flow
+$4.78M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
63.72%
Holding
105
New
10
Increased
34
Reduced
31
Closed
18
Top Buys
Top Sells
| 1 |
VanEck Oil Services ETF
OIH
|
$792K |
| 2 |
First Trust Natural Gas ETF
FCG
|
$759K |
| 3 |
JPMorgan US Tech Leaders ETF
JTEK
|
$639K |
| 4 |
JPMorgan Global Select Equity ETF
JGLO
|
$493K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$486K |
Sector Composition
| 1 | Financials | 4.13% |
| 2 | Technology | 3.8% |
| 3 | Industrials | 3.1% |
| 4 | Communication Services | 3% |
| 5 | Consumer Discretionary | 1.73% |
