SFP

Sherwood Financial Partners Portfolio holdings

AUM $115M
1-Year Est. Return 9.54%
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$858K
2
+$281K
3
+$219K
4
MSFT icon
Microsoft
MSFT
+$204K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.41K

Top Sells

1
+$928K
2
+$619K
3
+$434K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$249K
5
AAPL icon
Apple
AAPL
+$204K

Sector Composition

1 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$62.3B
$35.1M 32.13%
1,434,888
-25,313
BND icon
2
Vanguard Total Bond Market
BND
$137B
$35M 32.11%
475,898
+11,652
SCHF icon
3
Schwab International Equity ETF
SCHF
$52.6B
$16.1M 14.75%
728,325
-41,987
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$13.5B
$14.6M 13.37%
520,046
+10,011
SCHE icon
5
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$6.83M 6.25%
226,464
-8,251
VOO icon
6
Vanguard S&P 500 ETF
VOO
$777B
$1.09M 1%
1,922
+6
NVDA icon
7
NVIDIA
NVDA
$4.93T
$219K 0.2%
+1,389
MSFT icon
8
Microsoft
MSFT
$3.85T
$204K 0.19%
+411
SCHZ icon
9
Schwab US Aggregate Bond ETF
SCHZ
$9.01B
– –
-18,723
AAPL icon
10
Apple
AAPL
$4T
– –
-918