SWM
SFG Wealth Management Portfolio holdings
AUM
$165M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$205M
AUM Growth
+$14.2M
(+7.4%)
Holding
131
Top Buys
| 1 | +$5.86M | |
| 2 | +$4.09M | |
| 3 | +$3.03M | |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$2.15M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$1.84M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$3.17M | |
| 3 | +$1.65M | |
| 4 |
VanEck CLO ETF
CLOI
|
+$1.45M |
| 5 |
Global X Uranium ETF
URA
|
+$1.15M |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Communication Services | 1.6% |
| 3 | Consumer Discretionary | 1.58% |
| 4 | Consumer Staples | 1.51% |
| 5 | Financials | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
| – | – |
-34,208
|
|
||
127
Oracle
ORCL
$790B
| – | – |
-1,562
|
|
||
128
PayPal
PYPL
$66.1B
| – | – |
-2,411
|
|
||
129
RTX Corp
RTX
$215B
| – | – |
-2,098
|
|
||
130
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-2,947
|
|
||
|
131
Global X Uranium ETF
URA
$5.66B
| – | – |
-42,771
|
|