SFG
Sowa Financial Group Portfolio holdings
AUM
$160M
This Quarter Return
+9.27%
1 Year Return
+17.9%
3 Year Return
+52.51%
5 Year Return
+82.57%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+11%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
59.48%
Holding
73
New
5
Increased
23
Reduced
39
Closed
2
Top Buys
| 1 |
AWF
AllianceBernstein Global High Income Fund
AWF
|
$4.17M |
| 2 |
NVIDIA
NVDA
|
$1.38M |
| 3 |
Apple
AAPL
|
$482K |
| 4 |
iShares US Financials ETF
IYF
|
$295K |
| 5 |
Lowe's Companies
LOW
|
$238K |
Top Sells
| 1 |
iShares MSCI Agriculture Producers ETF
VEGI
|
$1.55M |
| 2 |
Visa
V
|
$1.07M |
| 3 |
Riot Platforms
RIOT
|
$218K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$131K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$115K |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Financials | 2.68% |
| 3 | Real Estate | 2.64% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Communication Services | 0.85% |
