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
101
$457K 0.06%
7,752
102
$453K 0.06%
+2,950
103
$452K 0.06%
+1,290
104
$444K 0.05%
+4,760
105
$443K 0.05%
3,376
-24
106
$441K 0.05%
+1,708
107
$439K 0.05%
4,894
+12
108
$435K 0.05%
+2,074
109
$432K 0.05%
+11,558
110
$431K 0.05%
+6,243
111
$427K 0.05%
8,582
+329
112
$422K 0.05%
5,245
-96
113
$415K 0.05%
+4,726
114
$409K 0.05%
15,593
+2
115
$406K 0.05%
+5,630
116
$403K 0.05%
7,463
-909
117
$401K 0.05%
+3,370
118
$398K 0.05%
+1,601
119
$398K 0.05%
11,997
120
$396K 0.05%
+2,323
121
$389K 0.05%
+8,950
122
$378K 0.05%
23,362
-600
123
$376K 0.05%
+1,205
124
$368K 0.04%
1,843
-4,179
125
$358K 0.04%
+722
3 4
5
6 7