SWM
SK Wealth Management Portfolio holdings
AUM
$231M
This Quarter Return
+6.46%
1 Year Return
+10.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.68%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Discretionary | 2.5% |
| 3 | Industrials | 0.71% |
| 4 | Healthcare | 0.69% |
| 5 | Communication Services | 0.33% |
