SWM

Sterling Wealth Management Portfolio holdings

AUM $293M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$411K
2 +$167K
3 +$70.9K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$33.2K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$28.4K

Sector Composition

1 Industrials 4.21%
2 Technology 3.12%
3 Financials 2.14%
4 Healthcare 2.04%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$132K 0.06%
10,047