SWA
Strategies Wealth Advisors Portfolio holdings
AUM
$915M
1-Year Est. Return
14.26%
1 Year Est. Return
+14.26%
AUM
$818M
AUM Growth
+$15.5M
(+1.9%)
Holding
184
Top Buys
| 1 | +$5.82M | |
| 2 | +$5.26M | |
| 3 | +$4.65M | |
| 4 |
Microsoft
MSFT
|
+$3.69M |
| 5 |
NVIDIA
NVDA
|
+$3.68M |
Top Sells
| 1 | +$2.03M | |
| 2 | +$1.49M | |
| 3 | +$1.23M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$924K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
2x Bitcoin Strategy ETF
BITX
$2.33B
| – | – |
-4,882
|
|
||
177
SPDR S&P Metals & Mining ETF
XME
$2.78B
| – | – |
-4,650
|
|
||
178
CSX Corp
CSX
$66.8B
| – | – |
-16,548
|
|
||
179
Deckers Outdoor
DECK
$13.1B
| – | – |
-2,516
|
|
||
180
Quest Diagnostics
DGX
$20.1B
| – | – |
-1,438
|
|
||
181
First Trust Dorsey Wright Focus 5 ETF
FV
$3.76B
| – | – |
-3,631
|
|
||
182
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
| – | – |
-2,974
|
|
||
183
Strategy Inc
MSTR
$85.5B
| – | – |
-1,011
|
|
||
184
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.8B
| – | – |
-910
|
|