SPWM

Spartan Planning & Wealth Management Portfolio holdings

AUM $136M
1-Year Est. Return 30.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.8M
3
+$7.41M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$6.26M
5
USRT icon
iShares Core US REIT ETF
USRT
+$5.93M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
+7
127
$1K ﹤0.01%
+92
128
$1K ﹤0.01%
+356
129
$1K ﹤0.01%
+27
130
$1K ﹤0.01%
+4
131
$1K ﹤0.01%
+68
132
$0 ﹤0.01%
+1
133
$0 ﹤0.01%
+1
134
$0 ﹤0.01%
+1
135
$0 ﹤0.01%
+3
136
$0 ﹤0.01%
+3
137
$0 ﹤0.01%
+2
138
$0 ﹤0.01%
+6
139
$0 ﹤0.01%
+4
140
$0 ﹤0.01%
+1
141
$0 ﹤0.01%
+3
142
$0 ﹤0.01%
+5
143
$0 ﹤0.01%
+1
2 3 4 5
6