SWA
Strategies Wealth Advisors Portfolio holdings
AUM
$915M
This Quarter Return
-14.87%
1 Year Return
+14.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(-6.8%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
8.78%
Top 10 Holdings %
Top 10 Hldgs %
71.15%
Holding
90
New
7
Increased
52
Reduced
22
Closed
6
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$7.43M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$3.94M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.42M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.91M |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.57M |
Top Sells
Sector Composition
| 1 | Financials | 0.23% |
| 2 | Healthcare | 0.04% |
