SWA

Strategies Wealth Advisors Portfolio holdings

AUM $915M
1-Year Est. Return 14.26%
This Quarter Est. Return
1 Year Est. Return
+14.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$509M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.3M
3
+$3.46M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.82M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.2M

Top Sells

1
+$2.01M
2
+$1.26M
3
+$557K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$554K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$346K

Sector Composition

1 Financials 0.28%
2 Consumer Discretionary 0.08%
3 Healthcare 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.11%
7,275
+58
52
$526K 0.1%
9,095
+22
53
$516K 0.1%
9,953
-307
54
$498K 0.1%
7,544
55
$456K 0.09%
4,237
56
$435K 0.09%
2,382
-250
57
$426K 0.08%
14,868
-730
58
$425K 0.08%
3,139
-896
59
$403K 0.08%
3,905
+80
60
$397K 0.08%
6,699
61
$396K 0.08%
54,700
62
$379K 0.07%
7,082
+304
63
$364K 0.07%
7,263
+30
64
$360K 0.07%
25,983
+731
65
$289K 0.06%
39,589
66
$285K 0.06%
2,217
+3
67
$283K 0.06%
2,795
+10
68
$280K 0.06%
1,708
-581
69
$254K 0.05%
10,643
-889
70
$252K 0.05%
1,425
+100
71
$246K 0.05%
7,020
-1,581
72
$217K 0.04%
+20,372
73
$213K 0.04%
2,287
+104
74
$212K 0.04%
8,690
+105
75
$204K 0.04%
6,151
+5
1 2
3
4