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
$307M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.84M
3
+$1.83M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.73M
5
CGCB icon
Capital Group Core Bond ETF
CGCB
+$1.7M

Top Sells

1
+$4.24M
2
+$1.39M
3
+$1.19M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.07M
5
ARKK icon
ARK Innovation ETF
ARKK
+$976K

Sector Composition

1 Technology 8.95%
2 Communication Services 6.22%
3 Healthcare 2.56%
4 Financials 1.94%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.18%
11,380
+515
77
$542K 0.18%
9,413
-494
78
$540K 0.18%
2,370
+16
79
$506K 0.16%
3,497
+450
80
$501K 0.16%
12,525
+134
81
$492K 0.16%
7,992
82
$478K 0.16%
4,787
+707
83
$455K 0.15%
2,304
+7
84
$452K 0.15%
17,623
85
$449K 0.15%
2,000
86
$447K 0.15%
759
+1
87
$445K 0.15%
4,141
+600
88
$445K 0.14%
1,653
-952
89
$445K 0.14%
19,531
+2,329
90
$433K 0.14%
16,618
+5,965
91
$428K 0.14%
4,713
-2
92
$420K 0.14%
2,220
+998
93
$419K 0.14%
17,306
94
$418K 0.14%
2,192
+771
95
$410K 0.13%
2,184
+590
96
$402K 0.13%
8,327
-1,279
97
$391K 0.13%
8,985
-407
98
$388K 0.13%
2,095
+7
99
$386K 0.13%
5,045
+317
100
$368K 0.12%
865
+1
2 3
4
5 6