SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
1-Year Return
24.57%
This Quarter Return
+15.35%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$351M
AUM Growth
+$43.4M
(+14%)
Cap. Flow
+$6.56M
Cap. Flow
% of AUM
1.87%
Top 10 Holdings %
Top 10 Hldgs %
37.12%
Holding
148
New
11
Increased
65
Reduced
47
Closed
2
Top Buys
| 1 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$751K |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$695K |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$614K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$483K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$456K |
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$626K |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$440K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$291K |
| 4 |
Chevron
CVX
|
+$285K |
| 5 |
Capital Group Core Plus Income ETF
CGCP
|
+$266K |
Sector Composition
| 1 | Technology | 9.5% |
| 2 | Communication Services | 9.28% |
| 3 | Financials | 2.11% |
| 4 | Healthcare | 2.08% |
| 5 | Consumer Discretionary | 0.8% |
