SWGC

Summit Wealth Group (Colorado) Portfolio holdings

AUM $300M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$20.2M
3 +$14.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$9.09M
5
MSFT icon
Microsoft
MSFT
+$8.24M

Sector Composition

1 Technology 22.24%
2 Healthcare 10.58%
3 Consumer Discretionary 8.68%
4 Financials 8.03%
5 Industrials 6.36%