We are live on
!
Find out more
SWA
Strategies Wealth Advisors Portfolio holdings
AUM
$995M
1-Year Est. Return
19.35%
This Fund
S&P 500
1 Year Est. Return
+19.35%
AUM
$995M
AUM Growth
-$2.77M
(-0.28%)
Holding
205
Top Buys
| 1 | +$8.84M | |
| 2 | +$5.22M | |
| 3 | +$4.73M | |
| 4 |
Vanguard Value ETF
VTV
|
+$2.83M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.46M |
Top Sells
| 1 | +$6.29M | |
| 2 | +$2.85M | |
| 3 | +$2.46M | |
| 4 |
Microsoft
MSFT
|
+$1.33M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$1.17M |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Consumer Discretionary | 1.38% |
| 3 | Financials | 1.03% |
| 4 | Industrials | 0.9% |
| 5 | Communication Services | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Merck
MRK
$294B
| – | – |
-2,272
|
|
||
202
Philip Morris
PM
$287B
| – | – |
-1,344
|
|
||
203
Qualcomm
QCOM
$223B
| – | – |
-2,939
|
|
||
204
Spotify
SPOT
$99.1B
| – | – |
-1,474
|
|
||
|
TSE
205
DELISTED
Trinseo
TSE
| – | – |
-18,023
|
|