SWM
SilverOak Wealth Management Portfolio holdings
AUM
$533M
This Quarter Return
+11.74%
1 Year Return
+15.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$370M
AUM Growth
–
Cap. Flow
+$370M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.13%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$68.2M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$44.4M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$43.7M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$32.8M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$31.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.03% |
| 2 | Materials | 2.19% |
| 3 | Technology | 1.81% |
| 4 | Utilities | 1.08% |
| 5 | Consumer Staples | 1% |
