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
$585M
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$3.71M
3
+$3.14M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
BND icon
Vanguard Total Bond Market
BND
+$2.35M

Top Sells

1
+$13.1M
2
+$8.04M
3
+$4.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.33M

Sector Composition

1 Financials 0.35%
2 Consumer Discretionary 0.17%
3 Healthcare 0.06%
4 Communication Services 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.04%
6,714
+563
77
$247K 0.04%
1,229
-196
78
$233K 0.04%
2,262
-25
79
$225K 0.04%
8,690
80
$212K 0.04%
+1,187
81
$210K 0.04%
+2,559
82
$209K 0.04%
+2,054
83
$206K 0.04%
+1,505
84
$205K 0.04%
2,009
-19
85
$202K 0.03%
+2,595
86
$172K 0.03%
28,719
+905
87
$133K 0.02%
10,971
-9,401
88
$128K 0.02%
+11,663
89
$25.7K ﹤0.01%
+14,027
90
$12.2K ﹤0.01%
+68,000
91
– –
-12,500
1 2 3
4