SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $389M
1-Year Est. Return 27.15%
This Quarter Est. Return
1 Year Est. Return
+27.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.67M
3
+$7.03M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$5.05M
5
SCHG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.85%
+13,402
27
$609K 0.69%
+10,326
28
$553K 0.63%
+13,393
29
$547K 0.62%
+25,368
30
$535K 0.61%
+6,595
31
$535K 0.61%
+4,054
32
$484K 0.55%
+7,103
33
$460K 0.52%
+9,750
34
$452K 0.51%
+4,619
35
$434K 0.49%
+2,957
36
$421K 0.48%
+2,060
37
$405K 0.46%
+3,138
38
$399K 0.45%
+2,890
39
$397K 0.45%
+3,011
40
$385K 0.44%
+3,794
41
$375K 0.42%
+2,713
42
$338K 0.38%
+12,164
43
$332K 0.38%
+5,575
44
$303K 0.34%
+10,423
45
$291K 0.33%
+21,714
46
$285K 0.32%
+3,800
47
$281K 0.32%
+4,308
48
$281K 0.32%
+2,910
49
$271K 0.31%
+5,163
50
$262K 0.3%
+1,050
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