SWM
SFG Wealth Management Portfolio holdings
AUM
$231M
1-Year Est. Return
16.59%
1 Year Est. Return
+16.59%
AUM
$231M
AUM Growth
+$65.4M
(+39%)
Holding
138
Top Buys
| 1 | +$14.4M | |
| 2 | +$6.24M | |
| 3 | +$4.45M | |
| 4 |
JPMorgan Equity Focus ETF
JPEF
|
+$4.15M |
| 5 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
+$3.8M |
Top Sells
| 1 | +$8.21M | |
| 2 | +$3.21M | |
| 3 | +$2.53M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$1.88M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.05M |
Sector Composition
| 1 | Technology | 3.57% |
| 2 | Communication Services | 1.89% |
| 3 | Industrials | 1.61% |
| 4 | Consumer Discretionary | 1.57% |
| 5 | Financials | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
| $217K | 0.09% |
+2,957
|
|
||
127
State Street SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $214K | 0.09% |
+3,372
|
|
||
128
Tesla
TSLA
$1.43T
| $210K | 0.09% |
+471
|
|
||
129
Under Armour Class C
UA
$1.84B
| $137K | 0.06% |
28,402
|
|
||
130
iShares Core Universal USD Bond ETF
IUSB
$33.8B
| – | – |
-8,511
|
|
||
131
EastGroup Properties
EGP
$9.57B
| – | – |
-1,421
|
|
||
132
Exelon
EXC
$45.4B
| – | – |
-7,156
|
|
||
133
SPDR Euro Stoxx 50 ETF
FEZ
$4.79B
| – | – |
-3,461
|
|
||
134
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
| – | – |
-7,625
|
|
||
|
135
iShares Core MSCI Total International Stock ETF
IXUS
$51B
| – | – |
-13,601
|
|
||
136
iShares TIPS Bond ETF
TIP
$14.5B
| – | – |
-2,529
|
|
||
137
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
| – | – |
-4,004
|
|
||
138
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
| – | – |
-934
|
|