SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $351M
1-Year Est. Return 24.57%
This Quarter Est. Return
1 Year Est. Return
+24.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$2.25M
2 +$499K
3 +$259K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$200K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$122K

Top Sells

1 +$212K
2 +$187K
3 +$143K
4
AMZN icon
Amazon
AMZN
+$109K
5
TSLA icon
Tesla
TSLA
+$61.6K

Sector Composition

1 Communication Services 7.86%
2 Technology 7.57%
3 Healthcare 3.96%
4 Financials 1.85%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$563K 0.27%
5,489
52
$555K 0.27%
1,101
53
$544K 0.26%
13,269
+274
54
$521K 0.25%
77,692
55
$513K 0.25%
3,535
-15
56
$510K 0.25%
4,339
57
$477K 0.23%
2,343
-2
58
$472K 0.23%
14,626
+851
59
$458K 0.22%
2,939
+12
60
$436K 0.21%
13,466
-1,578
61
$428K 0.21%
92,681
62
$424K 0.2%
2,844
63
$421K 0.2%
13,469
+1,400
64
$414K 0.2%
9,018
+601
65
$413K 0.2%
1,375
66
$412K 0.2%
1,573
+6
67
$412K 0.2%
1,645
-246
68
$409K 0.2%
1,041
+41
69
$348K 0.17%
8,971
+1,379
70
$346K 0.17%
14,053
+2,373
71
$334K 0.16%
3,106
72
$333K 0.16%
4,689
73
$325K 0.16%
21,655
+560
74
$322K 0.15%
2,000
75
$319K 0.15%
564