SWTS
Stonehaven Wealth & Tax Solutions Portfolio holdings
AUM
$102M
This Quarter Return
-2.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.9M
AUM Growth
–
Cap. Flow
+$91.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.15%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.01% |
| 2 | Consumer Discretionary | 0.9% |
| 3 | Financials | 0.87% |
| 4 | Energy | 0.43% |
| 5 | Communication Services | 0.43% |
