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
51
$338K 0.17%
843
52
$338K 0.17%
4,275
53
$323K 0.16%
1,389
54
$304K 0.15%
601
55
$286K 0.15%
5,737
56
$273K 0.14%
1,614
57
$262K 0.13%
1,374
58
$237K 0.12%
4,614
+22
59
$232K 0.12%
598
60
$232K 0.12%
1,026
61
$230K 0.12%
298
62
$229K 0.12%
1,172
63
$227K 0.12%
1,227
64
$226K 0.11%
2,096
65
$216K 0.11%
1,871
+6
66
$210K 0.11%
2,479
67
$208K 0.11%
1,441
68
$205K 0.1%
2,318
69
$200K 0.1%
691
70
$102K 0.05%
12,140
71
$97.5K 0.05%
11,932
+94
1 2
3