SWMG

Strategic Wealth Management Group Portfolio holdings

AUM $274M
1-Year Est. Return 42.58%
This Quarter Est. Return
1 Year Est. Return
+42.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$15.6M
3
+$9.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.98M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.6%
2 Consumer Discretionary 5.37%
3 Financials 4.49%
4 Industrials 3.5%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.19%
+3,458
77
$158K 0.15%
+11,052
78
$111K 0.11%
+14,574
1 2 3
4