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SWG

Summit Wealth Group Portfolio holdings

AUM $436M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
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 Buys

1
+$14.4B
2
+$2.27B
3
+$1.52B
4
AAPL icon
Apple
AAPL
+$1.03B
5
VHT icon
Vanguard Health Care ETF
VHT
+$978M

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
76
$3K 0.07%
+139,811
77
$3K 0.07%
+159,768
78
$2K 0.05%
+212,384
79
$2K 0.05%
+109,302
80
$2K 0.05%
+114,646
81
$2K 0.05%
+159,318
82
$2K 0.05%
202,289
+200,250
83
$2K 0.05%
+371,352
84
$2K 0.05%
+50,483
85
$2K 0.05%
+41,518
86
$2K 0.05%
+115,640
87
$2K 0.05%
+188,186
88
$2K 0.05%
+189,978
89
$2K 0.05%
+64,687
90
$2K 0.05%
+140,262
91
$2K 0.05%
+154,066
92
$2K 0.05%
+201,246
93
$2K 0.05%
+173,984
94
$2K 0.05%
+116,979
95
$2K 0.05%
811,910
+810,192
96
$2K 0.05%
+239,826
97
$2K 0.05%
+142,027
98
$2K 0.05%
+249,561
99
$2K 0.05%
308,053
+305,689
100
$2K 0.05%
+120,772
2 3
4
5 6