SPWM
Spartan Planning & Wealth Management Portfolio holdings
AUM
$117M
This Quarter Return
+4.16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.65%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$13M |
| 2 |
Apple
AAPL
|
$6.83M |
| 3 |
NVIDIA
NVDA
|
$6.82M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.9M |
| 5 |
Microsoft
MSFT
|
$5.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Communication Services | 6.91% |
| 3 | Financials | 6.82% |
| 4 | Consumer Discretionary | 6.08% |
| 5 | Consumer Staples | 2.66% |
