SFG
Sowa Financial Group Portfolio holdings
AUM
$192M
1-Year Est. Return
25.55%
This Fund
S&P 500
1 Year Est. Return
+25.55%
AUM
$192M
AUM Growth
+$13.7M
(+7.7%)
Holding
30
Top Buys
| 1 | +$3.28M | |
| 2 | +$1.41M | |
| 3 | +$1.33M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.07M |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$1.04M |
Top Sells
| 1 | +$1.22M | |
| 2 | +$850K | |
| 3 | +$819K | |
| 4 |
iShares US Healthcare ETF
IYH
|
+$670K |
| 5 |
iShares North American Natural Resources ETF
IGE
|
+$158K |
Sector Composition
| 1 | Technology | 17.22% |
| 2 | Financials | 2.21% |
| 3 | Consumer Discretionary | 1.71% |
| 4 | Communication Services | 0.37% |
| 5 | Consumer Staples | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
VictoryShares Free Cash Flow ETF
VFLO
$5.87B
| $482K | 0.25% |
12,240
+4
|
|
||
27
Verizon
VZ
$199B
| $458K | 0.24% |
11,232
+89
|
|
||
28
Fidelity Enhanced Mid Cap ETF
FMDE
$4.99B
| $422K | 0.22% |
+11,609
|
|
||
29
iShares Emerging Markets Dividend ETF
DVYE
$1.16B
| $362K | 0.19% |
11,617
-1,410
|
|
||
30
AT&T
T
$192B
| $261K | 0.14% |
10,499
-70
|
|