SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
-12.71%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$248M
AUM Growth
-$63.8M
(-20%)
Cap. Flow
-$4.22M
Cap. Flow
% of AUM
-1.7%
Top 10 Holdings %
Top 10 Hldgs %
49.7%
Holding
109
New
5
Increased
41
Reduced
24
Closed
8
Top Buys
Top Sells
| 1 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
+$4.04M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$2.39M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.02M |
| 4 |
ARK Innovation ETF
ARKK
|
+$1.69M |
| 5 |
Twilio
TWLO
|
+$1.18M |
Sector Composition
| 1 | Communication Services | 14.11% |
| 2 | Technology | 6.7% |
| 3 | Healthcare | 4.7% |
| 4 | Financials | 1.94% |
| 5 | Consumer Staples | 0.61% |
