SWMG
Stillwater Wealth Management Group Portfolio holdings
AUM
$147M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$147M
AUM Growth
+$4.58M
(+3.2%)
Holding
78
Top Buys
| 1 | +$2.69M | |
| 2 | +$1.77M | |
| 3 | +$1.18M | |
| 4 |
Caterpillar
CAT
|
+$1.08M |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$830K |
Top Sells
| 1 | +$4.02M | |
| 2 | +$1.31M | |
| 3 | +$659K | |
| 4 |
Broadcom
AVGO
|
+$658K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$385K |
Sector Composition
| 1 | Technology | 15.66% |
| 2 | Healthcare | 10.79% |
| 3 | Consumer Discretionary | 9.54% |
| 4 | Financials | 9.44% |
| 5 | Consumer Staples | 8.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
| – | – |
-12,745
|
|
||
77
Oracle
ORCL
$391B
| – | – |
-14,303
|
|
||
78
Vanguard Growth ETF
VUG
$191B
| – | – |
-463
|
|