SFG

Sowa Financial Group Portfolio holdings

AUM $178M
1-Year Est. Return 22.13%
This Quarter Est. Return
1 Year Est. Return
+22.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$6.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$810K
2
+$593K
3
+$359K
4
AAPL icon
Apple
AAPL
+$334K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$278K

Top Sells

1
+$1M
2
+$685K
3
+$450K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$278K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$200K

Sector Composition

1 Technology 14.24%
2 Financials 3.87%
3 Real Estate 3.13%
4 Communication Services 1.03%
5 Utilities 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
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