SPWA
SteelBridge Private Wealth Advisors Portfolio holdings
AUM
$11.5M
This Quarter Return
+3.18%
1 Year Return
+13.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49.2M
AUM Growth
–
Cap. Flow
+$49.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.69%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Simpson Manufacturing
SSD
|
$12.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$4.94M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$4.02M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$3.11M |
| 5 |
Vanguard Total Bond Market
BND
|
$2.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 26.1% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Financials | 1.74% |
| 4 | Technology | 1.48% |
| 5 | Healthcare | 1.13% |
