SWM

Shrier Wealth Management Portfolio holdings

AUM $254M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$15.6M
3 +$15M
4
VUG icon
Vanguard Growth ETF
VUG
+$12.4M
5
GLD icon
SPDR Gold Trust
GLD
+$9.9M

Top Sells

No sells this quarter

Sector Composition

1 Energy 9.38%
2 Financials 7.18%
3 Consumer Staples 6.51%
4 Healthcare 6.44%
5 Technology 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SABA
126
Saba Capital Income & Opportunities Fund II
SABA
$223M
$93.6K 0.04%
+11,343