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SPWM

Spartan Planning & Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 32.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.3%
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
+$6.52M
2
+$2.01M
3
+$932K
4
JNJ icon
Johnson & Johnson
JNJ
+$793K
5
HD icon
Home Depot
HD
+$746K

Top Sells

1
+$3.12M
2
+$3.05M
3
+$2.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$893K
5
V icon
Visa
V
+$555K

Sector Composition

1 Technology 24.1%
2 Communication Services 7.52%
3 Financials 6.71%
4 Consumer Discretionary 6.06%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.16%
1,819
-1,877
77
– –
-33,279
78
– –
-451
79
– –
-459
80
– –
-384
81
– –
-5,997
82
– –
-902
83
– –
-1,920
84
– –
-3,837
85
– –
-3,577
86
– –
-1,729
87
– –
-38,861
88
– –
-1,409
1 2 3
4