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
$174M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$819K
3
+$762K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$718K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$507K

Top Sells

1
+$1.54M
2
+$670K
3
+$488K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$421K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$380K

Sector Composition

1 Technology 8.97%
2 Healthcare 4.09%
3 Financials 1.37%
4 Communication Services 1.34%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,126
77
– –
-11,644
78
– –
-4,430
79
– –
-4,319
80
– –
-10,045
1 2 3
4