SWM
Sterling Wealth Management Portfolio holdings
AUM
$293M
This Quarter Return
+6.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+13%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
6.12%
Top 10 Holdings %
Top 10 Hldgs %
62.11%
Holding
97
New
4
Increased
34
Reduced
16
Closed
1
Top Buys
| 1 |
McDonald's
MCD
|
$2.85M |
| 2 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$2.23M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.23M |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
$773K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$640K |
Top Sells
Sector Composition
| 1 | Industrials | 4.97% |
| 2 | Technology | 3.03% |
| 3 | Healthcare | 2.22% |
| 4 | Financials | 2.21% |
| 5 | Consumer Discretionary | 2.14% |
