SFP
Sherwood Financial Partners Portfolio holdings
AUM
$113M
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$113M
AUM Growth
-$2.92M
(-2.5%)
Holding
8
Top Sells
| 1 | +$849K | |
| 2 | +$762K | |
| 3 | +$711K | |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$307K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$48.8K |
Sector Composition
| 1 | Technology | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Bond Market
BND
$153B
| $37M | 32.68% |
501,939
+9,972
|
|
||
2
Schwab US Large- Cap ETF
SCHX
$69.6B
| $35.2M | 31.12% |
1,372,684
-31,663
|
|
||
3
Schwab International Equity ETF
SCHF
$64.1B
| $17.1M | 15.09% |
689,634
-29,963
|
|
||
4
Schwab US Mid-Cap ETF
SCHM
$14.4B
| $15.3M | 13.57% |
495,543
-22,325
|
|
||
|
5
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $7.07M | 6.25% |
214,685
-8,992
|
|
||
|
6
Vanguard S&P 500 ETF
VOO
$949B
| $991K | 0.88% |
1,658
-78
|
|
||
7
NVIDIA
NVDA
$5.31T
| $242K | 0.21% |
1,389
|
|
||
8
Apple
AAPL
$4.32T
| $224K | 0.2% |
883
|
|