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
101
– –
-9,656
102
– –
-2,355
103
– –
-6,880
104
– –
-1,237
105
– –
-427
1 2 3 4
5