SWAG

Spectrum Wealth Advisory Group Portfolio holdings

AUM $242M
1-Year Est. Return 14.63%
This Quarter Est. Return
1 Year Est. Return
+14.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.9M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$486K
3
+$310K
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$289K
5
QLD icon
ProShares Ultra QQQ
QLD
+$238K

Top Sells

1
+$128K
2
+$122K
3
+$99.5K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$16.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.2K

Sector Composition

1 Technology 5.03%
2 Consumer Discretionary 0.74%
3 Communication Services 0.68%
4 Industrials 0.5%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$238K 0.43%
+15,600
27
$213K 0.38%
1,293
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