SFG
Sowa Financial Group Portfolio holdings
AUM
$178M
1-Year Est. Return
22.13%
1 Year Est. Return
+22.13%
AUM
$178M
AUM Growth
+$18.1M
(+11%)
Holding
27
Top Buys
| 1 | +$1.23M | |
| 2 | +$1.2M | |
| 3 | +$971K | |
| 4 |
Fidelity Enhanced Large Cap Value ETF
FELV
|
+$563K |
| 5 |
iShares Gold Trust
IAU
|
+$395K |
Top Sells
| 1 | +$1.82M | |
| 2 | +$780K | |
| 3 | +$608K | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$149K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$132K |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Financials | 2.36% |
| 3 | Communication Services | 0.44% |
| 4 | Consumer Staples | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
AT&T
T
$176B
| $298K | 0.17% |
10,569
+41
|
|
||
27
Invesco S&P 500 Equal Weight ETF
RSP
$73.9B
| – | – |
-10,008
|
|