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
$185M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.23M
2 +$3.79M
3 +$3.15M
4
MU icon
Micron Technology
MU
+$2.11M
5
AAPL icon
Apple
AAPL
+$1.75M

Top Sells

1 +$6.88M
2 +$3.81M
3 +$1.03M
4
ROK icon
Rockwell Automation
ROK
+$727K
5
VZ icon
Verizon
VZ
+$615K

Sector Composition

1 Technology 11.17%
2 Financials 4.16%
3 Real Estate 3.76%
4 Industrials 3.11%
5 Materials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-152
77
-42,669