SWC

Spectrum Wealth Counsel Portfolio holdings

AUM $833M
1-Year Est. Return 10.83%
This Quarter Est. Return
1 Year Est. Return
+10.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$722M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$92.9M
2
+$78.6M
3
+$34M
4
AAPL icon
Apple
AAPL
+$25M
5
MSFT icon
Microsoft
MSFT
+$20.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.92%
2 Consumer Discretionary 7.47%
3 Industrials 4.73%
4 Healthcare 4.13%
5 Financials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13.7K ﹤0.01%
+167
252
$13.6K ﹤0.01%
+100
253
$13.2K ﹤0.01%
+85
254
$13K ﹤0.01%
+260
255
$12.9K ﹤0.01%
+279
256
$12.7K ﹤0.01%
+260
257
$12.2K ﹤0.01%
+597
258
$11.8K ﹤0.01%
+107
259
$11.6K ﹤0.01%
+331
260
$11.5K ﹤0.01%
+57
261
$10.4K ﹤0.01%
+17,750
262
$10.3K ﹤0.01%
+454
263
$9.99K ﹤0.01%
+75
264
$9.97K ﹤0.01%
+231
265
$9.85K ﹤0.01%
+128
266
$9.24K ﹤0.01%
+180
267
$8.7K ﹤0.01%
+1,360
268
$8.67K ﹤0.01%
+288
269
$8.6K ﹤0.01%
+1,360
270
$7.68K ﹤0.01%
+65
271
$7.51K ﹤0.01%
+54
272
$7.19K ﹤0.01%
+100
273
$7.06K ﹤0.01%
+45
274
$7.02K ﹤0.01%
+128
275
$6.86K ﹤0.01%
+143
9 10
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