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
$312M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.04M
3
+$3.71M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.86M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.44M

Top Sells

1
+$20.7M
2
+$15.8M
3
+$4.25M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.65M
5
BA icon
Boeing
BA
+$231K

Sector Composition

1 Communication Services 24.21%
2 Technology 6.99%
3 Healthcare 4.19%
4 Financials 1.7%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$170K 0.05%
10,326
102
$117K 0.04%
1,848
103
$46K 0.01%
12,263
104
$9K ﹤0.01%
15,000
105
– –
-750,306
106
– –
-1,051
107
– –
-1,561
108
– –
-281
109
– –
-1,715
110
– –
-3,451
1 2 3 4
5