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 | +$2.65M | |
| 2 | +$1.79M | |
| 3 | +$1.12M | |
| 4 |
Caterpillar
CAT
|
+$1.05M |
| 5 |
Vanguard Utilities ETF
VPU
|
+$831K |
Top Sells
| 1 | +$4.02M | |
| 2 | +$1.31M | |
| 3 | +$680K | |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$658K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$368K |
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
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.13B
| – | – |
-6,138
|
|
||
77
Oracle
ORCL
$444B
| – | – |
-14,303
|
|
||
78
Vanguard Growth ETF
VUG
$190B
| – | – |
-463
|
|