SWM
SFG Wealth Management Portfolio holdings
AUM
$165M
This Quarter Return
-2.02%
1 Year Return
+13.86%
3 Year Return
+70.09%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+5.5%)
Cap. Flow
+$9.75M
Cap. Flow
% of AUM
7.74%
Top 10 Holdings %
Top 10 Hldgs %
61.57%
Holding
109
New
13
Increased
30
Reduced
30
Closed
17
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
$3.27M |
| 2 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$2.61M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$2.44M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.94M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.19M |
Top Sells
Sector Composition
| 1 | Financials | 5.83% |
| 2 | Technology | 4.4% |
| 3 | Communication Services | 3.06% |
| 4 | Industrials | 3.04% |
| 5 | Consumer Discretionary | 1.59% |
