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SWAG
Spectrum Wealth Advisory Group Portfolio holdings
AUM
$269M
1-Year Est. Return
16.24%
This Fund
S&P 500
1 Year Est. Return
+16.24%
AUM
$86.9M
AUM Growth
+$5.89M
(+7.3%)
Holding
33
Top Buys
| 1 | +$227K | |
| 2 | +$194K | |
| 3 | +$186K | |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
+$174K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$112K |
Top Sells
| 1 | +$231K | |
| 2 | +$231K | |
| 3 | +$226K | |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$139K |
| 5 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$123K |
Sector Composition
| 1 | Technology | 6.65% |
| 2 | Communication Services | 1.57% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 0.84% |
| 5 | Industrials | 0.41% |