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
51
$432K 0.32%
+7,604
52
$431K 0.32%
+11,213
53
$392K 0.29%
+3,170
54
$389K 0.29%
+2,220
55
$379K 0.28%
+13,902
56
$372K 0.27%
+2,575
57
$372K 0.27%
+1,550
58
$365K 0.27%
+3,396
59
$358K 0.26%
+4,034
60
$334K 0.25%
+4,801
61
$334K 0.25%
+6,724
62
$332K 0.24%
+8,194
63
$326K 0.24%
+3,660
64
$316K 0.23%
+4,600
65
$295K 0.22%
+12,948
66
$291K 0.21%
+2,740
67
$281K 0.21%
+888
68
$280K 0.21%
+8,300
69
$274K 0.2%
+14,049
70
$272K 0.2%
+8,272
71
$257K 0.19%
+1,540
72
$241K 0.18%
+312
73
$239K 0.18%
+468
74
$238K 0.18%
+5,404
75
$231K 0.17%
+1,170
1 2
3
4