SP

Successful Portfolios Portfolio holdings

AUM $171M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$769K
3
+$491K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
VT icon
Vanguard Total World Stock ETF
VT
+$406K

Top Sells

1
+$5.79M
2
+$1.18M
3
+$343K
4
INTU icon
Intuit
INTU
+$276K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$656B
$8.4M 4.9%
12,608
-1,772
IVV icon
2
iShares Core S&P 500 ETF
IVV
$656B
$7.95M 4.64%
11,881
+730
MSFT icon
3
Microsoft
MSFT
$3.8T
$6.28M 3.67%
12,133
-352
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$39B
$6.15M 3.59%
77,887
+11,963
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$540B
$6.05M 3.53%
18,430
+693
NVDA icon
6
NVIDIA
NVDA
$4.43T
$5.73M 3.35%
30,721
-31,028
SCHB icon
7
Schwab US Broad Market ETF
SCHB
$37B
$5.45M 3.18%
211,942
+1,218
WMT icon
8
Walmart
WMT
$849B
$5.38M 3.14%
52,183
+146
SCHO icon
9
Schwab Short-Term US Treasury ETF
SCHO
$11.3B
$4.95M 2.89%
202,762
+1,339
AAPL icon
10
Apple
AAPL
$3.67T
$4.92M 2.87%
19,326
-1,057
XLK icon
11
Technology Select Sector SPDR Fund
XLK
$93.5B
$4.59M 2.68%
16,278
+3
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$2.98M 1.74%
50,557
+54
AMZN icon
13
Amazon
AMZN
$2.29T
$2.86M 1.67%
13,003
+931
HD icon
14
Home Depot
HD
$386B
$2.84M 1.66%
7,019
-62
SONY icon
15
Sony
SONY
$170B
$2.69M 1.57%
93,401
-1,775
SGOV icon
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$2.49M 1.45%
24,719
-264
DUK icon
17
Duke Energy
DUK
$99.1B
$2.43M 1.42%
19,676
-25
SCHX icon
18
Schwab US Large- Cap ETF
SCHX
$60.4B
$2.3M 1.34%
87,481
+3,910
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$3.04T
$2.13M 1.24%
8,770
-1,410
GBIL icon
20
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$2.12M 1.24%
21,200
-231
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.05T
$2M 1.16%
8,193
-1,116
VXUS icon
22
Vanguard Total International Stock ETF
VXUS
$107B
$1.93M 1.12%
26,210
+1,313
HON icon
23
Honeywell
HON
$129B
$1.87M 1.09%
8,891
+922
XLI icon
24
Industrial Select Sector SPDR Fund
XLI
$23.4B
$1.76M 1.03%
11,388
-16
XLF icon
25
Financial Select Sector SPDR Fund
XLF
$53.2B
$1.71M 1%
31,707
-38
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