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
151
$240K 0.03%
+23,953
152
$239K 0.03%
+3,286
153
$237K 0.03%
+2,639
154
$236K 0.03%
+2,112
155
$236K 0.03%
4,024
+17
156
$226K 0.03%
29,691
157
$225K 0.03%
+3,062
158
$223K 0.03%
+1,242
159
$223K 0.03%
1,925
+2
160
$220K 0.03%
1,819
161
$216K 0.03%
841
-113
162
$216K 0.03%
+5,167
163
$215K 0.03%
8,541
-1,564
164
$211K 0.03%
+9,539
165
$210K 0.03%
+4,496
166
$210K 0.03%
+782
167
$202K 0.02%
2,812
168
$201K 0.02%
2,416
169
$175K 0.02%
25,000
170
$149K 0.02%
36,387
+779
171
$140K 0.02%
12,549
+113
172
$56.6K 0.01%
+12,500
173
$11.5K ﹤0.01%
10,000
174
$9.6K ﹤0.01%
+20,000
175
– –
-2,808
4 5 6
7
8