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
51
$1.08M 0.13%
3,972
+244
52
$1.07M 0.13%
23,439
+15
53
$1.07M 0.13%
2,291
+520
54
$1.05M 0.13%
12,441
+567
55
$1.04M 0.13%
+6,679
56
$986K 0.12%
+13,774
57
$917K 0.11%
3,375
+2,099
58
$906K 0.11%
1,670
-131
59
$884K 0.11%
+5,718
60
$877K 0.11%
+3,383
61
$871K 0.11%
8,333
-246
62
$825K 0.1%
4,275
+2
63
$799K 0.1%
15,778
-18,259
64
$790K 0.1%
3,343
+252
65
$780K 0.1%
27,901
+2
66
$772K 0.09%
1,839
+3
67
$760K 0.09%
4,541
+2,724
68
$741K 0.09%
4,347
+2,439
69
$729K 0.09%
4,274
+730
70
$722K 0.09%
10,612
-500
71
$709K 0.09%
2,776
+1,275
72
$689K 0.08%
+4,117
73
$687K 0.08%
9,072
74
$686K 0.08%
10,142
-1,858
75
$625K 0.08%
10,718
-317
1 2
3
4 5