SLWM
Stone Loft Wealth Management Portfolio holdings
AUM
$140M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$140M
AUM Growth
–
Holding
29
Top Buys
| 1 | +$35.4M | |
| 2 | +$21.8M | |
| 3 | +$16.8M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$15.5M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$12.5M |
Top Sells
No sells this quarter
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
$74.3B
| $330K | 0.24% |
+2,921
|
|
||
27
Merck
MRK
$286B
| $330K | 0.24% |
+2,744
|
|
||
28
Invesco QQQ Trust
QQQ
$473B
| $263K | 0.19% |
+456
|
|
||
29
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $259K | 0.19% |
+3,356
|
|