SW

StrongBox Wealth Portfolio holdings

AUM $296M
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.37%
2 Technology 6.8%
3 Communication Services 5.14%
4 Consumer Staples 4.54%
5 Financials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.24%
+2,409
77
$204K 0.23%
+1,308