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
-$6.29M (-6%)
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 | $9.01M | |
2 | $6.14M | |
3 | $4.55M | |
4 | $3.93M | |
5 | $3.19M |
Top Sells
1 | $5.75M | |
2 | $4.02M | |
3 | $3.29M | |
4 | $2.91M | |
5 | $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% |