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
$585M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$3.71M
3
+$3.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
BND icon
Vanguard Total Bond Market
BND
+$2.35M

Top Sells

1
+$13.1M
2
+$8.04M
3
+$4.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.33M

Sector Composition

1 Financials 0.35%
2 Consumer Discretionary 0.17%
3 Healthcare 0.06%
4 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.11%
6,098
-387
52
$620K 0.11%
9,095
53
$580K 0.1%
7,490
+215
54
$566K 0.1%
7,698
+154
55
$561K 0.1%
9,999
+46
56
$509K 0.09%
+9,800
57
$494K 0.08%
3,179
+40
58
$489K 0.08%
+3,099
59
$473K 0.08%
54,700
60
$471K 0.08%
8,129
+1,047
61
$462K 0.08%
2,417
+35
62
$446K 0.08%
2,319
+611
63
$440K 0.08%
3,943
+38
64
$434K 0.07%
8,644
+1,381
65
$433K 0.07%
6,659
-40
66
$432K 0.07%
3,688
-549
67
$410K 0.07%
13,374
-1,494
68
$396K 0.07%
3,470
+675
69
$395K 0.07%
26,758
+775
70
$347K 0.06%
39,589
71
$334K 0.06%
+22,440
72
$313K 0.05%
2,292
+75
73
$285K 0.05%
+24,455
74
$270K 0.05%
6,925
-95
75
$260K 0.04%
10,259
-384
1 2
3
4