SPWM
Spartan Planning & Wealth Management Portfolio holdings
AUM
$117M
This Quarter Return
-2.21%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
–
Cap. Flow
+$79.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
143
New
143
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.23% |
| 2 | Healthcare | 6.22% |
| 3 | Financials | 3.26% |
| 4 | Consumer Staples | 3.23% |
| 5 | Communication Services | 2.86% |
