SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
-1.36%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$95.5M
AUM Growth
–
Cap. Flow
+$95.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$10.9M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$8.21M |
| 3 |
Invesco QQQ Trust
QQQ
|
$7.3M |
| 4 |
SPDR S&P Retail ETF
XRT
|
$7.01M |
| 5 |
iShares MSCI Spain ETF
EWP
|
$6.67M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.79% |