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
$308M
AUM Growth
+$419K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.41M
3
+$1.08M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$601K

Top Sells

1
+$1.45M
2
+$374K
3
+$357K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$276K
5
DFS
Discover Financial Services
DFS
+$249K

Sector Composition

1 Technology 8.76%
2 Communication Services 6.32%
3 Healthcare 2.5%
4 Financials 2.2%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.39%
156,053
-3,357
27
$4.22M 1.37%
160,651
+40,937
28
$4.21M 1.37%
34,735
+380
29
$3.88M 1.26%
35,843
-467
30
$3.31M 1.08%
8,829
+229
31
$3.23M 1.05%
65,672
+8,530
32
$3.18M 1.03%
8,565
+110
33
$3.11M 1.01%
6,049
+813
34
$3.07M 1%
6,540
-50
35
$2.81M 0.91%
10,864
-155
36
$2.61M 0.85%
7,433
+150
37
$2.48M 0.81%
11,171
+369
38
$2.31M 0.75%
24,633
+634
39
$1.9M 0.62%
3,496
+67
40
$1.87M 0.61%
24,170
+82
41
$1.87M 0.61%
19,104
-1,819
42
$1.83M 0.6%
16,659
+4
43
$1.72M 0.56%
14,796
+11
44
$1.66M 0.54%
14,274
+129
45
$1.56M 0.51%
24,625
-58
46
$1.56M 0.51%
33,221
+550
47
$1.53M 0.5%
77,551
+460
48
$1.47M 0.48%
7,737
+257
49
$1.44M 0.47%
16,870
+366
50
$1.41M 0.46%
+29,693
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2
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