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
$255M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.26%
2 Financials 2.71%
3 Real Estate 1.48%
4 Consumer Discretionary 1.29%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-37,036
152
-507
153
-465
154
-3,003
155
-10,000
156
-2,802
157
-4,096
158
-13,773
159
-12,455
160
-901
161
-204,782
162
-286,651
163
-73,958
164
-78,328
165
-101,068
166
-118,047