SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
-0.29%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+19%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
15.42%
Top 10 Holdings %
Top 10 Hldgs %
65.72%
Holding
25
New
6
Increased
3
Reduced
8
Closed
2
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$7.26M |
| 2 |
iShares MSCI India ETF
INDA
|
$6.73M |
| 3 |
iShares MSCI Hong Kong ETF
EWH
|
$3.5M |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$3.45M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.37M |
Top Sells
| 1 |
iShares MSCI Mexico ETF
EWW
|
$3.49M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.07M |
| 3 |
iShares China Large-Cap ETF
FXI
|
$575K |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$528K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$523K |
