SWM
SFG Wealth Management Portfolio holdings
AUM
$231M
1-Year Est. Return
16.59%
1 Year Est. Return
+16.59%
AUM
$165M
AUM Growth
-$39.3M
(-19%)
Holding
127
Top Buys
| 1 | +$2.14M | |
| 2 | +$2.11M | |
| 3 | +$1.82M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.05M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$859K |
Top Sells
| 1 | +$11.4M | |
| 2 | +$5.22M | |
| 3 | +$4.13M | |
| 4 |
Simplify US Equity PLUS GBTC ETF
SPBC
|
+$3.74M |
| 5 |
Simplify Managed Futures Strategy ETF
CTA
|
+$2.46M |
Sector Composition
| 1 | Technology | 4.54% |
| 2 | Consumer Discretionary | 2.1% |
| 3 | Consumer Staples | 1.86% |
| 4 | Financials | 1.74% |
| 5 | Communication Services | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core US REIT ETF
USRT
$3.12B
| – | – |
-7,890
|
|
||
127
US Treasury 2 Year Note ETF
UTWO
$386M
| – | – |
-25,473
|
|