We are live on
!
Find out more
SWA
Strategic Wealth Advisors Portfolio holdings
AUM
$125M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$125M
AUM Growth
+$7.75M
(+6.6%)
Holding
273
Top Buys
| 1 | +$2.89M | |
| 2 | +$1.05M | |
| 3 | +$940K | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$785K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$593K |
Top Sells
| 1 | +$102K | |
| 2 | +$89.6K | |
| 3 | +$85.7K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$78.9K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$74K |
Sector Composition
| 1 | Technology | 1.88% |
| 2 | Healthcare | 1.24% |
| 3 | Financials | 0.95% |
| 4 | Industrials | 0.73% |
| 5 | Consumer Staples | 0.56% |
