SPWM

Spartan Planning & Wealth Management Portfolio holdings

AUM $128M
1-Year Est. Return 30.26%
This Quarter Est. Return
1 Year Est. Return
+30.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$7.35M
2 +$2.02M
3 +$1.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$858K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$855K

Top Sells

1 +$3.13M
2 +$3.05M
3 +$2.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$893K
5
V icon
Visa
V
+$547K

Sector Composition

1 Technology 24.1%
2 Communication Services 7.52%
3 Financials 6.71%
4 Consumer Discretionary 6.06%
5 Healthcare 2.43%