SWM
Stonebridge Wealth Management Portfolio holdings
AUM
$106M
This Quarter Return
+3.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.37%
Holding
33
New
33
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 8.77% |
| 2 | Technology | 1.86% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Financials | 0.44% |
| 5 | Materials | 0.31% |
