SWM
Sterling Wealth Management Portfolio holdings
AUM
$293M
This Quarter Return
+9.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.39%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$26.7M |
| 2 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
$21.7M |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$10.9M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.62M |
| 5 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.54% |
| 2 | Technology | 3.35% |
| 3 | Healthcare | 2.29% |
| 4 | Financials | 2.16% |
| 5 | Communication Services | 1.31% |
