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SLWM
Stone Loft Wealth Management Portfolio holdings
AUM
$140M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$140M
AUM Growth
+$33.4M
(+31%)
Holding
29
Top Buys
| 1 | +$7.56M | |
| 2 | +$7.27M | |
| 3 | +$6.23M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$5.98M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$3.48M |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Healthcare | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares S&P 500 Growth ETF
IVW
$74.8B
| $330K | 0.24% |
2,921
+1
|
|
||
27
Merck
MRK
$312B
| $330K | 0.24% |
2,744
+578
|
|
||
28
Invesco QQQ Trust
QQQ
$478B
| $263K | 0.19% |
+456
|
|
||
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
| $259K | 0.19% |
3,356
+428
|
|