SFP
Sherwood Financial Partners Portfolio holdings
AUM
$115M
1-Year Est. Return
9.54%
1 Year Est. Return
+9.54%
AUM
$115M
AUM Growth
+$5.51M
(+5.1%)
Holding
9
Top Sells
| 1 | +$324K | |
| 2 | +$157K | |
| 3 | +$89.4K | |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$73.9K |
Sector Composition
| 1 | Technology | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab US Large- Cap ETF
SCHX
$62.3B
| $37.5M | 32.68% |
1,422,584
-12,304
|
|
||
2
Vanguard Total Bond Market
BND
$137B
| $35.7M | 31.14% |
479,977
+4,079
|
|
||
3
Schwab International Equity ETF
SCHF
$52.6B
| $16.8M | 14.65% |
721,600
-6,725
|
|
||
4
Schwab US Mid-Cap ETF
SCHM
$13.5B
| $15.3M | 13.37% |
517,031
-3,015
|
|
||
|
5
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $7.48M | 6.53% |
224,250
-2,214
|
|
||
6
Vanguard S&P 500 ETF
VOO
$777B
| $1.18M | 1.03% |
1,922
|
|
||
7
NVIDIA
NVDA
$4.93T
| $259K | 0.23% |
1,389
|
|
||
8
Apple
AAPL
$4T
| $225K | 0.2% |
+883
|
|
||
9
Microsoft
MSFT
$3.85T
| $213K | 0.19% |
411
|
|