SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $351M
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$499K
3 +$259K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$200K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$122K

Top Sells

1 +$212K
2 +$187K
3 +$143K
4
AMZN icon
Amazon
AMZN
+$109K
5
TSLA icon
Tesla
TSLA
+$61.6K

Sector Composition

1 Communication Services 7.86%
2 Technology 7.57%
3 Healthcare 3.96%
4 Financials 1.85%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.59M 1.25%
26,222
+150
27
$2.47M 1.19%
50,013
28
$2.25M 1.08%
+6,273
29
$2.23M 1.07%
7,059
-9
30
$1.98M 0.95%
9,492
-224
31
$1.92M 0.92%
26,508
32
$1.8M 0.87%
9,528
-754
33
$1.66M 0.8%
7,197
34
$1.57M 0.75%
10,379
35
$1.54M 0.74%
90,490
36
$1.39M 0.67%
16,558
+15
37
$1.34M 0.64%
28,889
38
$1.25M 0.6%
10,156
+4,064
39
$1.23M 0.59%
20,997
40
$1.2M 0.58%
12,888
-152
41
$1.04M 0.5%
14,954
42
$1.02M 0.49%
3,740
+321
43
$962K 0.46%
47,859
+347
44
$873K 0.42%
9,446
-65
45
$819K 0.39%
7,850
46
$747K 0.36%
19,334
+1,086
47
$741K 0.36%
1,787
+44
48
$655K 0.31%
2,674
49
$608K 0.29%
4,779
-859
50
$593K 0.29%
7,320
-171