SWM
SK Wealth Management Portfolio holdings
AUM
$268M
1-Year Est. Return
9.88%
1 Year Est. Return
+9.88%
AUM
$231M
AUM Growth
+$44.4M
(+24%)
Holding
82
Top Buys
| 1 | +$3.75M | |
| 2 | +$3.14M | |
| 3 | +$2.16M | |
| 4 |
State Street Blackstone High Income ETF
HYBL
|
+$1.8M |
| 5 |
CSRE
Cohen & Steers Real Estate Active ETF
CSRE
|
+$1.63M |
Top Sells
| 1 | +$2.09M | |
| 2 | +$1.59M | |
| 3 | +$1.17M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$607K |
| 5 |
FlexShares STOXX Global ESG Select Index Fund
ESGG
|
+$482K |
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Consumer Discretionary | 2.02% |
| 3 | Industrials | 0.67% |
| 4 | Healthcare | 0.4% |
| 5 | Communication Services | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$631B
| $216K | 0.09% |
+603
|
|
||
77
VanEck Green Bond ETF
GRNB
$162M
| $204K | 0.09% |
+8,474
|
|
||
|
AOD
78
abrdn Total Dynamic Dividend Fund
AOD
$1.06B
| $118K | 0.05% |
13,129
+410
|
|
||
79
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.95B
| $111K | 0.05% |
12,504
+288
|
|
||
80
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
| – | – |
-4,437
|
|
||
81
State Street SPDR ICE Preferred Securities ETF
PSK
$781M
| – | – |
-37,393
|
|
||
82
UnitedHealth
UNH
$306B
| – | – |
-603
|
|