SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
-12.71%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$127M
AUM Growth
+$2.84M
(+2.3%)
Cap. Flow
+$23.1M
Cap. Flow
% of AUM
18.24%
Top 10 Holdings %
Top 10 Hldgs %
58.1%
Holding
84
New
15
Increased
21
Reduced
28
Closed
13
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.05M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$724K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$687K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$514K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$513K |
Sector Composition
| 1 | Technology | 8.5% |
| 2 | Healthcare | 4.89% |
| 3 | Communication Services | 1.59% |
| 4 | Financials | 0.84% |
| 5 | Consumer Discretionary | 0.29% |
