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
$169M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.75M
3 +$775K
4
NVAX icon
Novavax
NVAX
+$628K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$522K

Top Sells

1 +$1.09M
2 +$613K
3 +$220K
4
PPTY icon
US Diversified Real Estate ETF
PPTY
+$208K
5
PM icon
Philip Morris
PM
+$204K

Sector Composition

1 Technology 7.1%
2 Consumer Discretionary 5.7%
3 Financials 4.2%
4 Healthcare 3.88%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,637