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
$286M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.03M
3 +$884K
4
VUG icon
Vanguard Growth ETF
VUG
+$855K
5
CGCB icon
Capital Group Core Bond ETF
CGCB
+$827K

Top Sells

1 +$10.6M
2 +$687K
3 +$219K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$167K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$165K

Sector Composition

1 Technology 8.92%
2 Communication Services 5.05%
3 Healthcare 2.8%
4 Financials 1.97%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$217K 0.08%
+939
127
$212K 0.07%
2,419
-156
128
$210K 0.07%
+4,149
129
$203K 0.07%
+1,222
130
$202K 0.07%
+772
131
$201K 0.07%
+1,433
132
$99K 0.03%
14,311
133
$34.6K 0.01%
12,263
134
-2,183