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
$186M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$2.28M
3
+$1.64M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.58M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.39M

Top Sells

1
+$2.25M
2
+$1.64M
3
+$1.48M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.06M
5
NURE icon
Nuveen Short-Term REIT ETF
NURE
+$789K

Sector Composition

1 Technology 2.9%
2 Consumer Discretionary 2.06%
3 Healthcare 0.79%
4 Industrials 0.58%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.68%
13,168
+633
27
$1.24M 0.66%
24,988
-1,804
28
$1.17M 0.63%
37,393
+199
29
$1.16M 0.62%
+47,675
30
$1.07M 0.57%
25,330
-1,379
31
$1.06M 0.57%
45,500
32
$1.04M 0.56%
39,119
+7,021
33
$1.04M 0.56%
6,215
+84
34
$1.03M 0.55%
12,037
+211
35
$981K 0.53%
22,200
+1,018
36
$856K 0.46%
11,579
-68
37
$780K 0.42%
19,866
-2,344
38
$725K 0.39%
3,360
+9
39
$699K 0.38%
6,597
+17
40
$696K 0.37%
1,457
41
$671K 0.36%
25,511
+475
42
$614K 0.33%
25,814
-335
43
$595K 0.32%
21,681
+95
44
$489K 0.26%
3,362
45
$485K 0.26%
3,843
+18
46
$438K 0.24%
2,397
-683
47
$413K 0.22%
1,817
-109
48
$402K 0.22%
4,261
+10
49
$391K 0.21%
1,666
-121
50
$390K 0.21%
4,275
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