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
101
$357K 0.12%
+3,604
102
$353K 0.12%
8,043
+2,549
103
$349K 0.11%
1,177
+373
104
$341K 0.11%
2,522
+442
105
$324K 0.11%
2,465
+4
106
$317K 0.1%
3,119
-78
107
$299K 0.1%
3,697
+45
108
$299K 0.1%
2,132
+115
109
$298K 0.1%
+1,285
110
$293K 0.1%
3,831
111
$293K 0.1%
8,316
112
$291K 0.09%
1,532
-29
113
$288K 0.09%
6,018
+810
114
$279K 0.09%
1,072
+4
115
$270K 0.09%
8,090
+25
116
$269K 0.09%
21,608
+83
117
$263K 0.09%
12,487
+2,173
118
$261K 0.08%
4,406
-293
119
$260K 0.08%
1,533
+1
120
$249K 0.08%
1,437
+4
121
$237K 0.08%
26,141
122
$217K 0.07%
+6,544
123
$212K 0.07%
2,515
+28
124
$212K 0.07%
2,470
+51
125
$211K 0.07%
+2,818
2 3 4
5
6