SWMG
Strategic Wealth Management Group Portfolio holdings
AUM
$274M
This Quarter Return
-12.63%
1 Year Return
+42.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.74%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
