SWAG
Spectrum Wealth Advisory Group Portfolio holdings
AUM
$215M
This Quarter Return
+4.07%
1 Year Return
+12.24%
3 Year Return
+60.55%
5 Year Return
+85.27%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(+18%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
12.18%
Top 10 Holdings %
Top 10 Hldgs %
73.13%
Holding
42
New
7
Increased
8
Reduced
20
Closed
3
Top Buys
| 1 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$10.2M |
| 2 |
First Trust Small Cap Core AlphaDEX Fund
FYX
|
$3.76M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
$3.7M |
| 4 |
First Trust Indxx NextG ETF
NXTG
|
$2.47M |
| 5 |
First Trust Cloud Computing ETF
SKYY
|
$2.38M |
Top Sells
Sector Composition
| 1 | Technology | 4.32% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Communication Services | 0.67% |
| 4 | Financials | 0.26% |
| 5 | Consumer Staples | 0% |
