SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
-2.36%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$204M
AUM Growth
-$4.75M
(-2.3%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
49.02%
Holding
98
New
1
Increased
50
Reduced
18
Closed
7
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$979K |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$608K |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$260K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$255K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$226K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
+$487K |
| 2 |
PNC Financial Services
PNC
|
+$335K |
| 3 |
Upstart Holdings
UPST
|
+$253K |
| 4 |
Blackstone Mortgage Trust
BXMT
|
+$216K |
| 5 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$208K |
Sector Composition
| 1 | Communication Services | 13.25% |
| 2 | Technology | 5.53% |
| 3 | Healthcare | 4.79% |
| 4 | Financials | 1.09% |
| 5 | Energy | 0.76% |
