SWM
Stronghold Wealth Management Portfolio holdings
AUM
$66.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$66.2M
AUM Growth
-$1.52M
(-2.2%)
Holding
129
Top Buys
| 1 | +$230K | |
| 2 | +$228K | |
| 3 | +$219K | |
| 4 |
Altria Group
MO
|
+$211K |
| 5 |
Imperial Oil
IMO
|
+$210K |
Top Sells
| 1 | +$283K | |
| 2 | +$252K | |
| 3 | +$227K | |
| 4 |
Abbott
ABT
|
+$225K |
| 5 |
Becton Dickinson
BDX
|
+$222K |
Sector Composition
| 1 | Financials | 11.4% |
| 2 | Technology | 11.39% |
| 3 | Healthcare | 5.2% |
| 4 | Communication Services | 5.02% |
| 5 | Industrials | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares US Financials ETF
IYF
$3.5B
| – | – |
-1,571
|
|
||
127
Norfolk Southern
NSC
$73.1B
| – | – |
-699
|
|
||
128
Prosperity Bancshares
PB
$6.95B
| – | – |
-3,073
|
|
||
129
PNC Financial Services
PNC
$88.7B
| – | – |
-1,008
|
|