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
$687M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$14M
3
+$6.33M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$3.69M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.35M

Top Sells

1
+$3.11M
2
+$2.71M
3
+$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.22M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.11M

Sector Composition

1 Financials 0.17%
2 Healthcare 0.04%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$660K 0.1%
13,067
+6,955
52
$648K 0.09%
11,057
-49
53
$612K 0.09%
11,436
-1,790
54
$595K 0.09%
7,732
55
$568K 0.08%
5,852
-441
56
$552K 0.08%
3,627
+16
57
$543K 0.08%
4,492
+35
58
$524K 0.08%
2,316
+2
59
$490K 0.07%
2,412
-15
60
$488K 0.07%
6,094
-27
61
$474K 0.07%
3,999
+34
62
$448K 0.07%
3,680
+229
63
$437K 0.06%
13,374
64
$434K 0.06%
28,265
+745
65
$407K 0.06%
4,846
-624
66
$402K 0.06%
23,862
-3,500
67
$394K 0.06%
1,500
-1,047
68
$377K 0.05%
1,856
+487
69
$355K 0.05%
2,433
+103
70
$354K 0.05%
4,594
-2,172
71
$350K 0.05%
4,283
+1,816
72
$342K 0.05%
8,321
+1,138
73
$341K 0.05%
7,752
74
$319K 0.05%
6,631
-8,632
75
$299K 0.04%
9,271
+6
1 2
3
4 5