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
$406M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$55.2M
2 +$48.3M
3 +$38.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$32.4M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$21.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.2%
2 Consumer Discretionary 0.06%
3 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$110K 0.03%
+39,589
77
$2.04K ﹤0.01%
+12,500
78
$1.05K ﹤0.01%
+6