We are live on
!
Find out more
SWM
Soundmark Wealth Management Portfolio holdings
AUM
$225M
1-Year Est. Return
17.51%
This Fund
S&P 500
This Quarter
Est. Return
+8.85%
1 Year Est. Return
+17.51%
3 Year Est. Return
+17.24%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$155M
AUM Growth
+$12.3M
(+8.6%)
Cap. Flow
+$733K
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
53.26%
Holding
61
New
3
Increased
24
Reduced
23
Closed
3
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.93M |
| 2 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$2.53M |
| 3 |
Vanguard Small-Cap ETF
VB
|
+$1.08M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$952K |
| 5 |
Vanguard Value ETF
VTV
|
+$739K |
Top Sells
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$5.14M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.99M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$780K |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$477K |
| 5 |
Vanguard US Value Factor ETF
VFVA
|
+$409K |
Sector Composition
| 1 | Technology | 6.64% |
| 2 | Consumer Discretionary | 1.33% |
| 3 | Industrials | 0.87% |
| 4 | Financials | 0.35% |
| 5 | Consumer Staples | 0.2% |
Similar funds
ACP
CC
APWM
HI
CC
DAM
BG
VLC