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
$106M
AUM Growth
-$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.08M
3 +$489K
4
PG icon
Procter & Gamble
PG
+$114K
5
CVX icon
Chevron
CVX
+$89.2K

Top Sells

1 +$6.53M
2 +$3.51M
3 +$260K
4
VZ icon
Verizon
VZ
+$221K
5
DIS icon
Walt Disney
DIS
+$209K

Sector Composition

1 Technology 11.18%
2 Financials 5.31%
3 Consumer Discretionary 2.62%
4 Healthcare 1.59%
5 Consumer Staples 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,615
52
-5,945