SWM
Soundmark Wealth Management Portfolio holdings
AUM
$225M
This Quarter Return
+5.47%
1 Year Return
+17.51%
3 Year Return
+17.1%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(+11%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
56.62%
Holding
71
New
7
Increased
28
Reduced
25
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.16M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$3.02M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$1.98M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$1.68M |
| 5 |
Microsoft
MSFT
|
$1.1M |
Top Sells
Sector Composition
| 1 | Technology | 8% |
| 2 | Consumer Discretionary | 1.31% |
| 3 | Industrials | 0.75% |
| 4 | Financials | 0.44% |
| 5 | Communication Services | 0.2% |
