SWM

SFG Wealth Management Portfolio holdings

AUM $231M
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.33M
3
+$3M
4
OIH icon
VanEck Oil Services ETF
OIH
+$2.27M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.53M

Top Sells

1
+$2.39M
2
+$2.17M
3
+$1.96M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.95M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.93M

Sector Composition

1 Financials 7.12%
2 Communication Services 4.12%
3 Technology 3.85%
4 Consumer Discretionary 2.6%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-46,620
102
– –
-35,008
103
– –
-9,857
1 2 3 4
5