SWM
SK Wealth Management Portfolio holdings
AUM
$360M
1-Year Est. Return
14.81%
This Fund
S&P 500
1 Year Est. Return
+14.81%
AUM
$360M
AUM Growth
+$1.79M
(+0.5%)
Holding
80
Top Buys
| 1 | +$6.85M | |
| 2 | +$6.85M | |
| 3 | +$3.58M | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$2.78M |
| 5 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$1.98M |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.28M | |
| 3 | +$930K | |
| 4 |
SPIN
State Street US Equity Premium Income ETF
SPIN
|
+$794K |
| 5 |
FlexShares STOXX Global ESG Select Index Fund
ESGG
|
+$419K |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Consumer Discretionary | 0.97% |
| 3 | Industrials | 0.53% |
| 4 | Healthcare | 0.35% |
| 5 | Communication Services | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$2.12T
| $203K | 0.06% |
647
-12
|
|
||
77
iShares ESG Aware MSCI EM ETF
ESGE
$7.12B
| $203K | 0.06% |
4,434
-1,017
|
|
||
78
Home Depot
HD
$316B
| – | – |
-593
|
|
||
79
JPMorgan Chase
JPM
$802B
| – | – |
-681
|
|
||
80
Visa
V
$621B
| – | – |
-605
|
|