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
126
$351K 0.04%
7,670
+1,825
127
$342K 0.04%
+2,279
128
$335K 0.04%
+2,694
129
$333K 0.04%
3,563
-2,507
130
$332K 0.04%
+4,678
131
$331K 0.04%
+3,218
132
$324K 0.04%
8,895
133
$313K 0.04%
2,146
+2
134
$311K 0.04%
+2,351
135
$308K 0.04%
+4,988
136
$305K 0.04%
+2,420
137
$302K 0.04%
+1,818
138
$301K 0.04%
+495
139
$300K 0.04%
+1,359
140
$297K 0.04%
1,106
-1,363
141
$294K 0.04%
+659
142
$291K 0.04%
+882
143
$286K 0.03%
2,009
-84
144
$286K 0.03%
+2,719
145
$273K 0.03%
4,777
+27
146
$269K 0.03%
+7,286
147
$267K 0.03%
8,090
-215
148
$261K 0.03%
+10,290
149
$257K 0.03%
+841
150
$253K 0.03%
+1,264
4 5
6
7 8