SGWM

Sterling Group Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$32.5M
2
+$21.4M
3
+$10M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.99M
5
IXN icon
iShares Global Tech ETF
IXN
+$7.73M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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35
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48
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50
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