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SWM
SFG Wealth Management Portfolio holdings
AUM
$243M
1-Year Est. Return
22.24%
This Fund
S&P 500
1 Year Est. Return
+22.24%
AUM
$126M
AUM Growth
+$6.55M
(+5.5%)
Holding
109
Top Buys
| 1 | +$3.39M | |
| 2 | +$2.72M | |
| 3 | +$2.51M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.02M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.25M |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.27M | |
| 3 | +$1.22M | |
| 4 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$663K |
| 5 |
NYLI FTSE International Equity Currency Neutral ETF
HFXI
|
+$611K |
Sector Composition
| 1 | Financials | 5.83% |
| 2 | Technology | 4.4% |
| 3 | Communication Services | 3.06% |
| 4 | Industrials | 3.04% |
| 5 | Consumer Discretionary | 1.59% |