SWM
SK Wealth Management Portfolio holdings
AUM
$268M
1-Year Est. Return
9.88%
1 Year Est. Return
+9.88%
AUM
$268M
AUM Growth
+$37.5M
(+16%)
Holding
86
Top Buys
| 1 | +$9.58M | |
| 2 | +$5.98M | |
| 3 | +$5.6M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.79M |
| 5 |
FEMR
Fidelity Enhanced Emerging Markets ETF
FEMR
|
+$2.21M |
Top Sells
| 1 | +$4.56M | |
| 2 | +$3.98M | |
| 3 | +$1.65M | |
| 4 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$1.27M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$697K |
Sector Composition
| 1 | Technology | 3.69% |
| 2 | Consumer Discretionary | 1.77% |
| 3 | Industrials | 0.53% |
| 4 | Healthcare | 0.35% |
| 5 | Communication Services | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
DoubleLine Commercial Real Estate ETF
DCRE
$331M
| $248K | 0.09% |
4,787
+59
|
|
||
77
Exxon Mobil
XOM
$489B
| $246K | 0.09% |
2,177
+19
|
|
||
78
Broadcom
AVGO
$1.9T
| $227K | 0.08% |
+659
|
|
||
79
Home Depot
HD
$355B
| $226K | 0.08% |
597
-19
|
|
||
80
JPMorgan Chase
JPM
$852B
| $217K | 0.08% |
711
-53
|
|
||
81
Visa
V
$645B
| $210K | 0.08% |
604
+1
|
|
||
82
TSMC
TSM
$1.51T
| $204K | 0.08% |
+679
|
|
||
83
VanEck Green Bond ETF
GRNB
$159M
| $202K | 0.08% |
8,314
-160
|
|
||
|
AOD
84
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
| – | – |
-13,129
|
|
||
85
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
| – | – |
-12,504
|
|
||
86
Honeywell
HON
$122B
| – | – |
-1,004
|
|