SPWM
Spartan Planning & Wealth Management Portfolio holdings
AUM
$128M
1-Year Est. Return
30.26%
1 Year Est. Return
+30.26%
AUM
$117M
AUM Growth
+$13.6M
(+13%)
Holding
87
Top Buys
| 1 | +$7.54M | |
| 2 | +$5.64M | |
| 3 | +$3.38M | |
| 4 |
Swan Hedged Equity US Large Cap ETF
HEGD
|
+$2.54M |
| 5 |
Amazon
AMZN
|
+$2.06M |
Top Sells
| 1 | +$4.37M | |
| 2 | +$3.97M | |
| 3 | +$3.69M | |
| 4 |
Apple
AAPL
|
+$3.38M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.83M |
Sector Composition
| 1 | Technology | 18.12% |
| 2 | Financials | 6.99% |
| 3 | Communication Services | 6.12% |
| 4 | Consumer Discretionary | 5.67% |
| 5 | Consumer Staples | 2.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuitive Surgical
ISRG
$160B
| $209K | 0.18% |
+384
|
|
||
77
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-31,770
|
|
||
78
T-Mobile US
TMUS
$258B
| – | – |
-884
|
|
||
79
Procter & Gamble
PG
$354B
| – | – |
-5,259
|
|
||
80
Medtronic
MDT
$123B
| – | – |
-2,617
|
|
||
81
Eli Lilly
LLY
$720B
| – | – |
-1,427
|
|
||
82
Johnson & Johnson
JNJ
$465B
| – | – |
-4,088
|
|
||
83
Chevron
CVX
$308B
| – | – |
-2,891
|
|
||
84
Salesforce
CRM
$231B
| – | – |
-932
|
|
||
85
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-3,810
|
|
||
86
Amgen
AMGN
$161B
| – | – |
-760
|
|
||
|
87
Apple
AAPL
$3.74T
| – | – |
-15,226
|
|