SWA

Strategies Wealth Advisors Portfolio holdings

AUM $962M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.69M
5
NVDA icon
NVIDIA
NVDA
+$3.68M

Top Sells

1
+$2.03M
2
+$1.49M
3
+$1.23M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$924K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$870K

Sector Composition

1 Technology 3.18%
2 Financials 1.17%
3 Consumer Discretionary 1.04%
4 Communication Services 0.97%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.46%
13,603
+243
27
$3.45M 0.42%
46,981
-27,659
28
$3.29M 0.4%
7,015
-1,379
29
$3.28M 0.4%
6,383
-362
30
$2.97M 0.36%
3,595
+1,049
31
$2.63M 0.32%
33,557
+1,484
32
$2.41M 0.29%
2,551
+1,333
33
$2.36M 0.29%
9,628
+5,541
34
$2.3M 0.28%
12,072
-25
35
$2.26M 0.28%
24,348
-369
36
$2.25M 0.27%
10,138
-58
37
$2.1M 0.26%
19,875
-210
38
$1.66M 0.2%
+3,110
39
$1.6M 0.2%
19,366
+15,252
40
$1.6M 0.19%
31,395
-1,049
41
$1.58M 0.19%
2,896
+1,006
42
$1.43M 0.18%
2,565
-46
43
$1.4M 0.17%
3,770
+403
44
$1.39M 0.17%
3,838
+1,660
45
$1.34M 0.16%
4,652
-4,265
46
$1.34M 0.16%
13,566
+5,132
47
$1.32M 0.16%
19,174
-2,635
48
$1.23M 0.15%
4,762
-538
49
$1.13M 0.14%
5,616
+17
50
$1.12M 0.14%
17,993
+1,467
1
2
3 4 5