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
$454M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.71M
3
+$3.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.54M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.23M

Top Sells

1
+$928K
2
+$896K
3
+$584K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$315K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$262K

Sector Composition

1 Financials 0.26%
2 Consumer Discretionary 0.22%
3 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$140K 0.03%
+16,275
77
$135K 0.03%
39,589
78
$2.65K ﹤0.01%
12,500
79
– –
-10,581
80
– –
-6
81
– –
-58,300
82
– –
-13,626
1 2 3
4