SWM
SK Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
-0.46%
1 Year Return
+10.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+0.48%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
72.51%
Holding
71
New
–
Increased
24
Reduced
3
Closed
–
Top Buys
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.96K |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$2.24K |
| 3 |
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% |
