SWA

Strategies Wealth Advisors Portfolio holdings

AUM $998M
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
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
+$57.1M
2
+$47.4M
3
+$37.4M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$30.9M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$22.4M

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
1 2 3
4