SWM

Sterling Wealth Management Portfolio holdings

AUM $330M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 3.69%
2 Technology 2.51%
3 Financials 2.16%
4 Consumer Discretionary 1.69%
5 Healthcare 1.4%