SW
SMART Wealth Portfolio holdings
AUM
$319M
This Quarter Return
+1.85%
1 Year Return
+15.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$281M
(+10%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
10%
Top 10 Holdings %
Top 10 Hldgs %
32.08%
Holding
170
New
30
Increased
72
Reduced
40
Closed
24
Top Buys
| 1 |
NVIDIA
NVDA
|
$7.22M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.81M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.77M |
| 4 |
AllianzIM U.S. Large Cap Buffer10 Oct ETF
OCTT
|
$3.66M |
| 5 |
AllianzIM U.S. Large Cap Buffer10 Jan ETF
JANT
|
$3.66M |
Top Sells
Sector Composition
| 1 | Technology | 7.82% |
| 2 | Financials | 4.86% |
| 3 | Consumer Discretionary | 2.68% |
| 4 | Communication Services | 1.71% |
| 5 | Healthcare | 1.43% |
