SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
+2.19%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$59.1M
AUM Growth
+$59.1M
(-20%)
Cap. Flow
-$17M
Cap. Flow
% of AUM
-28.81%
Top 10 Holdings %
Top 10 Hldgs %
86.48%
Holding
20
New
1
Increased
6
Reduced
5
Closed
4
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$783K |
| 2 |
iShares US Transportation ETF
IYT
|
$72.3K |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$24.6K |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$23.8K |
Top Sells
| 1 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$5.87M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$5.14M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.1M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$3.16M |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
$2.96M |
