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
76
– –
-2,318
77
– –
-1,026
78
– –
-1,871
1 2 3
4