SWM

Strategic Wealth Management Portfolio holdings

AUM $202M
1-Year Est. Return 9.35%
This Quarter Est. Return
1 Year Est. Return
+9.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.21M
3 +$7.3M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$6.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$41K 0.04%
+11,550