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
101
$217K 0.1%
3,197
102
$215K 0.1%
25,153
103
$212K 0.1%
1,250
+3
104
$212K 0.1%
21,480
105
$207K 0.1%
1,366
106
$200K 0.1%
+2,214
107
$90.6K 0.04%
14,311
108
$83.5K 0.04%
1,848
109
$27.7K 0.01%
39
110
$13.2K 0.01%
12,263
111
-2,100