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SW

SMART Wealth Portfolio holdings

AUM $341M
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.08M
3
+$1.34M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.19M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$767K

Top Sells

1
+$8.78M
2
+$4.1M
3
+$2.69M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$1.02M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1M

Sector Composition

1 Technology 3.88%
2 Financials 3.32%
3 Healthcare 1.3%
4 Consumer Staples 0.74%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-5,860
80
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-14,008
81
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-32,913
82
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-15,045
83
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-1,291
84
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-876
85
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-2,946
86
– –
-1,500
87
– –
-4,553
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4