SW

SMART Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$6.47M
3
+$5.22M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$3.69M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.68M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.18%
+1,535
77
$231K 0.17%
+876
78
$230K 0.17%
+5,914
79
$215K 0.16%
+2,884
80
$210K 0.16%
+1,500
81
$209K 0.16%
+4,133
82
$207K 0.16%
+2,492
83
$205K 0.15%
+4,553
84
$202K 0.15%
+10,186
1 2 3
4