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
76
$230K 0.17%
+1,373
77
$228K 0.17%
+2,165
78
$224K 0.17%
+3,520
79
$223K 0.16%
+8,724
80
$222K 0.16%
+9,768
81
$219K 0.16%
+676
82
$219K 0.16%
+2,200
83
$216K 0.16%
+1,015
84
$212K 0.16%
+1,081
85
$211K 0.16%
+6,252
86
$208K 0.15%
+8,645
87
$204K 0.15%
+420
88
$203K 0.15%
+10,301
1 2 3
4