SWM

Stark Wealth Management Portfolio holdings

AUM $26.6M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$16.9M
3
+$12.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.24M
5
BND icon
Vanguard Total Bond Market
BND
+$6.13M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.92%
2 Communication Services 3.3%
3 Consumer Discretionary 1.92%
4 Industrials 0.98%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.88%
+2,030
27
$1.17M 0.86%
+35,276
28
$1.03M 0.76%
+16,290
29
$937K 0.69%
+36,646
30
$932K 0.69%
+36,026
31
$893K 0.66%
+5,048
32
$876K 0.64%
+18,086
33
$794K 0.58%
+34,358
34
$746K 0.55%
+7,436
35
$690K 0.51%
+2,006
36
$672K 0.49%
+8,882
37
$655K 0.48%
+25,360
38
$655K 0.48%
+3,460
39
$645K 0.47%
+18,454
40
$644K 0.47%
+8,700
41
$638K 0.47%
+9,080
42
$637K 0.47%
+18,643
43
$584K 0.43%
+11,256
44
$507K 0.37%
+1,762
45
$498K 0.37%
+8,816
46
$493K 0.36%
+3,002
47
$469K 0.35%
+19,650
48
$449K 0.33%
+1,938
49
$445K 0.33%
+9,158
50
$443K 0.33%
+12,798
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