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SWM
Shakespeare Wealth Management Portfolio holdings
AUM
$422M
1-Year Est. Return
16.59%
This Fund
S&P 500
This Quarter
Est. Return
-22.57%
1 Year Est. Return
+16.59%
3 Year Est. Return
+36.98%
5 Year Est. Return
+29.57%
10 Year Est. Return
–
AUM
$145M
AUM Growth
-$40.1M
(-22%)
Cap. Flow
+$5.35M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
58.17%
Holding
76
New
2
Increased
25
Reduced
14
Closed
20
Top Buys
| 1 |
Vanguard S&P 500 Value ETF
VOOV
|
+$7.56M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.06M |
| 3 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$4.85M |
| 4 |
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
+$2.95M |
| 5 |
WisdomTree International Equity Fund
DWM
|
+$1.79M |
Top Sells
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$6.63M |
| 2 |
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
|
+$4.55M |
| 3 |
Invesco S&P 500 Pure Value ETF
RPV
|
+$4.37M |
| 4 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
+$2.57M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.27M |
Sector Composition
| 1 | Financials | 3.07% |
| 2 | Consumer Staples | 2.09% |
| 3 | Utilities | 1.12% |
| 4 | Industrials | 0.95% |
| 5 | Technology | 0.94% |
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