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
$69.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$9.14M
3 +$5.01M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$4.92M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.2%
2 Communication Services 1.91%
3 Consumer Discretionary 1.1%
4 Financials 1.04%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7.38K 0.01%
+18,600