SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
This Quarter Return
+4.39%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$4.19M
AUM Growth
+$4.19M
(-96%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
98.07%
Top 10 Holdings %
Top 10 Hldgs %
67.91%
Holding
270
New
239
Increased
31
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.48% |
| 2 | Healthcare | 1.38% |
| 3 | Communication Services | 0.76% |
| 4 | Consumer Staples | 0.48% |
| 5 | Real Estate | 0.29% |
