SPWM
Spartan Planning & Wealth Management Portfolio holdings
AUM
$117M
This Quarter Return
-0.26%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-5.7%)
Cap. Flow
-$1.88M
Cap. Flow
% of AUM
-1.82%
Top 10 Holdings %
Top 10 Hldgs %
54.76%
Holding
84
New
13
Increased
15
Reduced
36
Closed
19
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$9.01M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.14M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.55M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$3.93M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.19M |
Top Sells
| 1 |
Microsoft
MSFT
|
$5.75M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$4.02M |
| 3 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$3.29M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$2.91M |
| 5 |
Apple
AAPL
|
$2.68M |
Sector Composition
| 1 | Technology | 8.59% |
| 2 | Financials | 5.68% |
| 3 | Communication Services | 4.56% |
| 4 | Healthcare | 3.74% |
| 5 | Consumer Discretionary | 3.07% |
