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
326
$172 ﹤0.01%
+35
327
$158 ﹤0.01%
+3
328
$155 ﹤0.01%
+1
329
$119 ﹤0.01%
+3
330
$23 ﹤0.01%
+2
331
$19 ﹤0.01%
+1
332
$12 ﹤0.01%
+3