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
$127M
AUM Growth
+$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$4.01M
3
+$3.79M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.34M
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.36M

Top Sells

1
+$1.05M
2
+$724K
3
+$687K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$514K
5
VB icon
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%
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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83
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84
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-1,502
1 2 3
4