SW
SMART Wealth Portfolio holdings
AUM
$319M
This Quarter Return
+3.71%
1 Year Return
+15.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.07%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Financials | 2.93% |
| 3 | Healthcare | 1.46% |
| 4 | Real Estate | 1.02% |
| 5 | Industrials | 0.75% |
