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
$319M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Sells

1 +$6.06M
2 +$5.77M
3 +$5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.7M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.44M

Sector Composition

1 Technology 7.37%
2 Financials 4.01%
3 Industrials 2.79%
4 Communication Services 1.79%
5 Consumer Staples 1.32%