SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
+14.31%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$306M
AUM Growth
+$40.5M
(+15%)
Cap. Flow
+$7.18M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
64.49%
Holding
86
New
5
Increased
38
Reduced
14
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.07M |
| 2 |
Upstart Holdings
UPST
|
+$998K |
| 3 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
+$820K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$621K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$583K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
+$915K |
| 2 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$341K |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
+$246K |
| 4 |
iShares Biotechnology ETF
IBB
|
+$120K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
+$83K |
Sector Composition
| 1 | Communication Services | 27.75% |
| 2 | Technology | 9.38% |
| 3 | Healthcare | 2.64% |
| 4 | Financials | 1.66% |
| 5 | Consumer Discretionary | 0.33% |
