SWAG
Spectrum Wealth Advisory Group Portfolio holdings
AUM
$215M
This Quarter Return
+3.43%
1 Year Return
+12.24%
3 Year Return
+60.55%
5 Year Return
+85.27%
10 Year Return
–
AUM
$49M
AUM Growth
+$49M
(-23%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-34.72%
Top 10 Holdings %
Top 10 Hldgs %
69.63%
Holding
38
New
6
Increased
3
Reduced
23
Closed
5
Top Buys
| 1 |
First Trust Capital Strength ETF
FTCS
|
$7.82M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$1.73M |
| 3 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$1.31M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$1.29M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$1.16M |
Top Sells
Sector Composition
| 1 | Technology | 4.46% |
| 2 | Consumer Discretionary | 1.2% |
| 3 | Communication Services | 0.86% |
| 4 | Financials | 0.53% |
| 5 | Industrials | 0.51% |
