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
176
$72.1K 0.01%
+1,095
177
$69.4K 0.01%
+1,677
178
$67.4K 0.01%
+3,032
179
$67.2K 0.01%
+3,001
180
$66.9K 0.01%
+2,929
181
$66.5K 0.01%
+2,858
182
$66.3K 0.01%
+2,780
183
$65.3K 0.01%
+193
184
$64.7K 0.01%
+1,500
185
$64.1K 0.01%
+438
186
$63.8K 0.01%
+18
187
$62.7K 0.01%
+800
188
$62.6K 0.01%
+671
189
$60.4K 0.01%
+1,547
190
$58.5K 0.01%
+1,579
191
$51.6K 0.01%
+2,573
192
$51.3K 0.01%
+1,012
193
$50.7K 0.01%
+233
194
$49.5K 0.01%
+1,412
195
$47.8K 0.01%
+1,661
196
$47.7K 0.01%
+86
197
$45.6K 0.01%
+312
198
$44.4K 0.01%
+450
199
$43.8K 0.01%
+148
200
$42.7K 0.01%
+374
6 7
8
9 10