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
51
$255K 0.29%
+1,600
52
$239K 0.27%
+2,199
53
$238K 0.27%
+6,362
54
$227K 0.26%
+11,256
55
$219K 0.25%
+2,238
56
$216K 0.24%
+2,420
57
$207K 0.23%
+8,675
58
$202K 0.23%
+9,043
59
$156K 0.18%
+10,000
60
$148K 0.17%
+10,326
61
$117K 0.13%
+2,048
62
$55K 0.06%
+15,000
63
$34K 0.04%
+14,610
64
$26K 0.03%
+11,000
65
$5K 0.01%
+11,367
1 2
3