SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
-6.76%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$54.7M
AUM Growth
+$54.7M
(-37%)
Cap. Flow
-$28.3M
Cap. Flow
% of AUM
-51.71%
Top 10 Holdings %
Top 10 Hldgs %
95.2%
Holding
44
New
2
Increased
7
Reduced
2
Closed
33
Top Buys
| 1 |
Invesco Preferred ETF
PGX
|
$6.19M |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$3.76M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$3.52M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.99M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.77M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0% |
| 2 | Consumer Staples | 0% |
| 3 | Energy | 0% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
