SWM
Sterling Wealth Management Portfolio holdings
AUM
$330M
1 Year Est. Return
–
AUM
$293M
AUM Growth
–
Holding
110
Top Buys
| 1 | +$34.4M | |
| 2 | +$23.4M | |
| 3 | +$16.3M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$16.1M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$14.8M |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 1000 Growth ETF
IWF
$121B
| $223K | 0.08% |
+525
|
|
||
102
Vanguard Short-Term Bond ETF
BSV
$38.9B
| $217K | 0.07% |
+2,763
|
|
||
103
Allstate
ALL
$54.9B
| $212K | 0.07% |
+1,053
|
|
||
104
Howmet Aerospace
HWM
$81.3B
| $208K | 0.07% |
+1,118
|
|
||
105
IBM
IBM
$270B
| $207K | 0.07% |
+703
|
|
||
106
Dimensional US Sustainability Core 1 ETF
DFSU
$1.68B
| $203K | 0.07% |
+5,168
|
|
||
107
Dimensional International Core Equity 2 ETF
DFIC
$10.5B
| $203K | 0.07% |
+6,520
|
|
||
108
Southern Company
SO
$98.1B
| $203K | 0.07% |
+2,206
|
|
||
109
iShares Core S&P Mid-Cap ETF
IJH
$97.3B
| $200K | 0.07% |
+3,226
|
|
||
110
Huntington Bancshares
HBAN
$24.1B
| $169K | 0.06% |
+10,075
|
|