SWM
Strategic Wealth Management Portfolio holdings
AUM
$202M
This Quarter Return
+3.08%
1 Year Return
+9.35%
3 Year Return
+52.66%
5 Year Return
+60.4%
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-0.29%)
Cap. Flow
-$4.15M
Cap. Flow
% of AUM
-3.94%
Top 10 Holdings %
Top 10 Hldgs %
78.46%
Holding
19
New
–
Increased
7
Reduced
9
Closed
–
Top Buys
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$2.62M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.58M |
| 3 |
Icahn Enterprises
IEP
|
$67.7K |
| 4 |
Blackstone
BX
|
$8.39K |
Top Sells
Sector Composition
| 1 | Financials | 6.81% |
| 2 | Energy | 3.82% |
