SWM
StoneCrest Wealth Management Portfolio holdings
AUM
$248M
1-Year Est. Return
27.96%
1 Year Est. Return
+27.96%
AUM
$248M
AUM Growth
+$19.6M
(+8.6%)
Holding
77
Top Buys
| 1 | +$4.69M | |
| 2 | +$2.29M | |
| 3 | +$2.05M | |
| 4 |
Invesco S&P International Developed Momentum ETF
IDMO
|
+$902K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$839K |
Top Sells
| 1 | +$4.22M | |
| 2 | +$1.92M | |
| 3 | +$743K | |
| 4 |
Palantir
PLTR
|
+$307K |
| 5 |
OKLO
Oklo
OKLO
|
+$292K |
Sector Composition
| 1 | Technology | 14.81% |
| 2 | Communication Services | 7.38% |
| 3 | Healthcare | 4.44% |
| 4 | Consumer Discretionary | 2.91% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
| – | – |
-73,902
|
|
||
77
IonQ
IONQ
$18B
| – | – |
-12,087
|
|