SFWC
Strategic Family Wealth Counselors Portfolio holdings
AUM
$351M
This Quarter Return
+7.87%
1 Year Return
+24.57%
3 Year Return
+72.59%
5 Year Return
+105.1%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+40%)
Cap. Flow
+$28.5M
Cap. Flow
% of AUM
23.08%
Top 10 Holdings %
Top 10 Hldgs %
60.03%
Holding
71
New
6
Increased
41
Reduced
5
Closed
2
Top Buys
Top Sells
| 1 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$553K |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$420K |
| 3 |
Amazon
AMZN
|
$285K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$100K |
| 5 |
Johnson & Johnson
JNJ
|
$27.5K |
Sector Composition
| 1 | Healthcare | 6.56% |
| 2 | Communication Services | 2.14% |
| 3 | Technology | 1.49% |
| 4 | Financials | 1.17% |
| 5 | Energy | 1.1% |
