SMG

Smart Money Group Portfolio holdings

AUM $319M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$3.73M
3 +$3.23M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$2.72M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.66M

Top Sells

1 +$14M
2 +$2.96M
3 +$2.88M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.1M
5
WTV icon
WisdomTree US Value Fund
WTV
+$1.97M

Sector Composition

1 Financials 2.57%
2 Healthcare 0.89%
3 Technology 0.4%
4 Utilities 0.36%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-41,578
102
-18,171