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
$356M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.25%
2 Consumer Discretionary 0.08%
3 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$226K 0.06%
+773
77
$226K 0.06%
+11,550
78
$208K 0.06%
+2,440
79
$196K 0.05%
+23,253
80
$4.46K ﹤0.01%
+6
81
$3.83K ﹤0.01%
+12,500