SFWC

Strategic Family Wealth Counselors Portfolio holdings

AUM $446M
1-Year Est. Return 22.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$4.03M
3
+$3.81M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.36M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.53M

Top Sells

1
+$1.26M
2
+$787K
3
+$724K
4
VB icon
Vanguard Small-Cap ETF
VB
+$668K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$615K

Sector Composition

1 Technology 8.5%
2 Healthcare 4.89%
3 Communication Services 1.59%
4 Financials 0.84%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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80
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81
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82
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-4,701
83
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84
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-2,260
1 2 3
4