SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
-7.82%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$88.3M
AUM Growth
–
Cap. Flow
+$88.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.34%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
+$10.7M |
| 2 |
Pfizer
PFE
|
+$7.67M |
| 3 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$7.03M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$5.05M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$4.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.21% |
| 2 | Communication Services | 2.86% |
| 3 | Technology | 1.74% |
| 4 | Financials | 1.51% |
| 5 | Energy | 1.41% |
