SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $381M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
-$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Sells

1 +$4.07M
2 +$3.02M
3 +$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AMZN icon
Amazon
AMZN
+$1.65M

Sector Composition

1 Technology 8.69%
2 Communication Services 5.47%
3 Healthcare 2.36%
4 Financials 1.69%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHYM
226
iShares Short Duration High Yield Muni Active ETF
SHYM
$746M
-9,050