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
$650M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$4.99M
3 +$2.94M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.47M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.41M

Top Sells

1 +$3.37M
2 +$1.98M
3 +$1.85M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.55M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.29M

Sector Composition

1 Financials 0.18%
2 Consumer Discretionary 0.08%
3 Healthcare 0.05%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,027
102
-25,649
103
-68,000