SGWM
Sterling Group Wealth Management Portfolio holdings
AUM
$207M
1-Year Est. Return
17.23%
This Fund
S&P 500
1 Year Est. Return
+17.23%
AUM
$207M
AUM Growth
+$4.73M
(+2.3%)
Holding
53
Top Buys
| 1 | +$2.37M | |
| 2 | +$756K | |
| 3 | +$376K | |
| 4 |
Apple
AAPL
|
+$48.3K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$41K |
Top Sells
| 1 | +$1.67M | |
| 2 | +$390K | |
| 3 | +$381K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$314K |
| 5 |
US Treasury 6 Month Bill ETF
XBIL
|
+$235K |
Sector Composition
| 1 | Technology | 3.69% |
| 2 | Financials | 3.05% |
| 3 | Communication Services | 1.37% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Healthcare | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NextEra Energy
NEE
$193B
| $223K | 0.11% |
2,780
|
|
||
52
Home Depot
HD
$367B
| – | – |
-533
|
|
||
53
Oracle
ORCL
$438B
| – | – |
-730
|
|