SWM
StoneCrest Wealth Management Portfolio holdings
AUM
$210M
1-Year Est. Return
20.8%
1 Year Est. Return
+20.8%
AUM
$210M
AUM Growth
+$52.5M
(+33%)
Holding
76
Top Buys
| 1 | +$8.22M | |
| 2 | +$5.43M | |
| 3 | +$4.5M | |
| 4 |
AB Disruptors ETF
FWD
|
+$4.2M |
| 5 |
NEOS S&P 500 High Income ETF
SPYI
|
+$3.99M |
Top Sells
| 1 | +$3.9M | |
| 2 | +$3.11M | |
| 3 | +$3.09M | |
| 4 |
Invesco Preferred ETF
PGX
|
+$1.86M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.74M |
Sector Composition
| 1 | Technology | 16.17% |
| 2 | Communication Services | 6.17% |
| 3 | Consumer Discretionary | 3.1% |
| 4 | Healthcare | 2.7% |
| 5 | Utilities | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
| – | – |
-98,743
|
|