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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$7.81M
3
+$7.5M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$6.26M
5
USRT icon
iShares Core US REIT ETF
USRT
+$6.1M

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%
+63
127
$1K ﹤0.01%
+68
128
$1K ﹤0.01%
+4
129
$1K ﹤0.01%
+27
130
$1K ﹤0.01%
+356
131
$1K ﹤0.01%
+92
132
$0 ﹤0.01%
+1
133
$0 ﹤0.01%
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134
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135
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136
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137
$0 ﹤0.01%
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138
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139
$0 ﹤0.01%
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140
$0 ﹤0.01%
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141
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142
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+1
143
$0 ﹤0.01%
+2
2 3 4 5
6