SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
+2.06%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$99.6M
AUM Growth
+$99.6M
(+38%)
Cap. Flow
+$24.6M
Cap. Flow
% of AUM
24.74%
Top 10 Holdings %
Top 10 Hldgs %
75.64%
Holding
20
New
4
Increased
5
Reduced
7
Closed
1
Top Buys
| 1 |
iShares Russell Mid-Cap Value ETF
IWS
|
$7.25M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.13M |
| 3 |
SPDR S&P International Dividend ETF
DWX
|
$5.99M |
| 4 |
iShares MSCI Mexico ETF
EWW
|
$3.49M |
| 5 |
iShares US Transportation ETF
IYT
|
$9.01K |
