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
$687M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$14M
3 +$6.33M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$3.69M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.35M

Top Sells

1 +$3.11M
2 +$2.71M
3 +$2.34M
4
GLD icon
SPDR Gold Trust
GLD
+$2.22M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.11M

Sector Composition

1 Financials 0.17%
2 Healthcare 0.04%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-74,568