SWA

Strategies Wealth Advisors Portfolio holdings

AUM $962M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.26M
3
+$4.65M
4
MSFT icon
Microsoft
MSFT
+$3.69M
5
NVDA icon
NVIDIA
NVDA
+$3.68M

Top Sells

1
+$2.03M
2
+$1.49M
3
+$1.23M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$924K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$870K

Sector Composition

1 Technology 3.18%
2 Financials 1.17%
3 Consumer Discretionary 1.04%
4 Communication Services 0.97%
5 Healthcare 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.08%
4,639
+50
77
$620K 0.08%
+3,074
78
$596K 0.07%
+6,240
79
$592K 0.07%
9,761
-1,122
80
$583K 0.07%
+6,335
81
$565K 0.07%
6,222
82
$562K 0.07%
3,721
+12
83
$561K 0.07%
1,839
+202
84
$549K 0.07%
4,503
+1,397
85
$540K 0.07%
+1,730
86
$539K 0.07%
1,530
+223
87
$539K 0.07%
4,182
+31
88
$528K 0.06%
+1,439
89
$527K 0.06%
2,410
+13
90
$527K 0.06%
4,322
-90
91
$527K 0.06%
+1,006
92
$526K 0.06%
+960
93
$484K 0.06%
4,891
-481
94
$478K 0.06%
32,592
+107
95
$476K 0.06%
+4,050
96
$472K 0.06%
2,287
-12
97
$469K 0.06%
11,911
-676
98
$468K 0.06%
+3,792
99
$467K 0.06%
7,160
100
$466K 0.06%
+492
2 3
4
5 6