SWM

SK Wealth Management Portfolio holdings

AUM $268M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$934K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$797K
2
+$659K
3
+$422K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$314K
5
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$299K

Top Sells

1
+$58.7M
2
+$882K
3
+$2.24K
4
FEDM icon
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
+$1.68K

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 2.4%
3 Industrials 0.7%
4 Healthcare 0.68%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.61%
11,826
27
$1.12M 0.57%
26,709
+89
28
$1.09M 0.56%
45,500
29
$1.05M 0.54%
22,210
30
$966K 0.49%
21,182
31
$935K 0.48%
3,351
+8
32
$907K 0.46%
11,647
33
$907K 0.46%
18,341
+6,047
34
$876K 0.45%
32,098
+51
35
$800K 0.41%
6,580
+1,229
36
$789K 0.4%
24,796
+270
37
$778K 0.4%
1,926
38
$697K 0.35%
21,586
39
$680K 0.35%
3,080
40
$674K 0.34%
25,036
+215
41
$633K 0.32%
26,149
42
$587K 0.3%
1,457
43
$521K 0.27%
3,362
44
$514K 0.26%
1,787
45
$469K 0.24%
4,251
46
$443K 0.23%
3,825
47
$435K 0.22%
15,927
-32,289
48
$433K 0.22%
4,835
49
$378K 0.19%
1,997
50
$343K 0.17%
2,259
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