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
$248M
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.07M
3
+$944K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$742K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$595K

Top Sells

1
+$4.04M
2
+$2.39M
3
+$2.02M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.69M
5
TWLO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K ﹤0.01%
15,000
102
– –
-4,646
103
– –
-1,409
104
– –
-2,543
105
– –
-2,727
106
– –
-100,300
107
– –
-867
108
– –
-1,007
109
– –
-1,200
1 2 3 4
5