SMG
Smart Money Group Portfolio holdings
AUM
$319M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$319M
AUM Growth
+$24.8M
(+8.4%)
Holding
81
Top Buys
| 1 | +$2.86M | |
| 2 | +$2.44M | |
| 3 | +$561K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$470K |
| 5 |
NVIDIA
NVDA
|
+$304K |
Top Sells
| 1 | +$2.59M | |
| 2 | +$1.49M | |
| 3 | +$717K | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$506K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$501K |
Sector Composition
| 1 | Technology | 3.49% |
| 2 | Financials | 2.74% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Consumer Staples | 1.86% |
| 5 | Energy | 1.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust Health Care AlphaDEX Fund
FXH
$953M
| – | – |
-4,380
|
|
||
|
77
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| – | – |
-9,947
|
|
||
78
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$343M
| – | – |
-9,551
|
|
||
79
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
| – | – |
-1,280
|
|
||
80
UnitedHealth
UNH
$331B
| – | – |
-383
|
|
||
81
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$887M
| – | – |
-2,726
|
|