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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
$116M
AUM Growth
+$1.37M
(+1.2%)
Holding
9
Top Sells
| 1 | +$487K | |
| 2 | +$213K | |
| 3 | +$116K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$47.6K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$19.1K |
Sector Composition
| 1 | Technology | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Schwab US Large- Cap ETF
SCHX
$71.8B
| $37.8M | 32.57% |
1,404,347
-18,237
|
|
||
2
Vanguard Total Bond Market
BND
$157B
| $36.4M | 31.41% |
491,967
+11,990
|
|
||
|
3
Schwab International Equity ETF
SCHF
$66B
| $17.3M | 14.91% |
719,597
-2,003
|
|
||
4
Schwab US Mid-Cap ETF
SCHM
$14.9B
| $15.6M | 13.42% |
517,868
+837
|
|
||
|
5
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $7.33M | 6.31% |
223,677
-573
|
|
||
6
Vanguard S&P 500 ETF
VOO
$980B
| $1.09M | 0.94% |
1,736
-186
|
|
||
7
NVIDIA
NVDA
$4.72T
| $259K | 0.22% |
1,389
|
|
||
8
Apple
AAPL
$4.53T
| $240K | 0.21% |
883
|
|
||
9
Microsoft
MSFT
$2.9T
| – | – |
-411
|
|