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
$174M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$52.6M
2
+$23.2M
3
+$14.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.8M

Top Sells

1
+$19.3K

Sector Composition

1 Technology 8.73%
2 Financials 3.66%
3 Consumer Discretionary 1.91%
4 Healthcare 1.2%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.14%
+1,084
52
$236K 0.14%
+4,026
53
$228K 0.13%
+1,296
54
$227K 0.13%
+1,370
55
$219K 0.13%
+403
56
$214K 0.12%
+5,646
57
$207K 0.12%
+3,057
58
$135K 0.08%
+10,000
1 2
3