SNWA
Siligmueller & Norvid Wealth Advisors Portfolio holdings
AUM
$258M
This Quarter Return
-0.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
–
Cap. Flow
+$235M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.7%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$24.4M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$18.8M |
| 3 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$15.4M |
| 4 |
iShares Dow Jones US ETF
IYY
|
$13M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
$8.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.05% |
| 2 | Technology | 0.7% |
| 3 | Communication Services | 0.58% |
| 4 | Real Estate | 0.31% |
| 5 | Consumer Discretionary | 0.28% |
