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
76
$309K 0.15%
9,301
+30
77
$306K 0.15%
1,527
78
$304K 0.15%
4,699
+20
79
$297K 0.14%
17,650
80
$294K 0.14%
1,909
+88
81
$286K 0.14%
665
82
$282K 0.14%
1,050
83
$276K 0.13%
10,326
84
$276K 0.13%
4,347
+1
85
$264K 0.13%
789
+8
86
$260K 0.13%
1,785
87
$248K 0.12%
1,560
-2
88
$243K 0.12%
3,831
89
$242K 0.12%
11,139
+457
90
$238K 0.11%
2,168
91
$237K 0.11%
1,235
92
$235K 0.11%
7,824
+110
93
$232K 0.11%
2,012
94
$228K 0.11%
2,064
95
$228K 0.11%
7,992
96
$228K 0.11%
17,306
97
$226K 0.11%
1,574
+3
98
$225K 0.11%
4,191
99
$220K 0.11%
8,316
100
$218K 0.1%
2,119