SWG

Summit Wealth Group Portfolio holdings

AUM $414M
1-Year Est. Return 10.69%
This Quarter Est. Return
1 Year Est. Return
+10.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.19M
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$0 ﹤0.01%
+22,038
252
$0 ﹤0.01%
+12,850
253
$0 ﹤0.01%
+21,471
254
$0 ﹤0.01%
+110,087
255
$0 ﹤0.01%
+10,475
256
$0 ﹤0.01%
+12,978
257
$0 ﹤0.01%
+107,544
258
$0 ﹤0.01%
+24,474
259
$0 ﹤0.01%
+48,037
260
$0 ﹤0.01%
+50,410
261
$0 ﹤0.01%
+30,519
262
$0 ﹤0.01%
+19,020
263
$0 ﹤0.01%
+21,710
264
$0 ﹤0.01%
+163,671
265
$0 ﹤0.01%
+13,512
266
$0 ﹤0.01%
+10,566
267
$0 ﹤0.01%
+13,992
268
$0 ﹤0.01%
+14,980
269
$0 ﹤0.01%
+16,232
270
$0 ﹤0.01%
+12,436