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
$307M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.84M
3
+$1.83M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.73M
5
CGCB icon
Capital Group Core Bond ETF
CGCB
+$1.7M

Top Sells

1
+$4.24M
2
+$1.39M
3
+$1.19M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.07M
5
ARKK icon
ARK Innovation ETF
ARKK
+$976K

Sector Composition

1 Technology 8.95%
2 Communication Services 6.22%
3 Healthcare 2.56%
4 Financials 1.94%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 1.42%
159,410
+133,177
27
$3.86M 1.26%
34,355
-2,687
28
$3.63M 1.18%
8,600
+920
29
$3.47M 1.13%
8,455
+172
30
$3.37M 1.1%
6,590
+25
31
$3.09M 1.01%
119,714
+65,902
32
$2.93M 0.95%
38,599
+16,829
33
$2.91M 0.95%
11,019
+315
34
$2.82M 0.92%
5,236
+590
35
$2.79M 0.91%
57,142
-6,553
36
$2.6M 0.85%
10,802
+722
37
$2.3M 0.75%
7,283
+30
38
$2.26M 0.74%
20,923
-67
39
$2.13M 0.69%
3,429
+167
40
$2.13M 0.69%
23,999
-194
41
$1.92M 0.62%
16,655
+7
42
$1.83M 0.6%
+24,088
43
$1.74M 0.57%
14,785
+721
44
$1.73M 0.56%
+32,671
45
$1.66M 0.54%
14,145
+5,119
46
$1.64M 0.53%
7,480
+1,724
47
$1.5M 0.49%
+24,683
48
$1.46M 0.48%
16,504
+366
49
$1.45M 0.47%
10,389
-6
50
$1.43M 0.46%
77,091
-13,433
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