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
$247M
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$28K

Top Sells

1
+$16B
2
+$2.23B
3
+$1.55B
4
VHT icon
Vanguard Health Care ETF
VHT
+$990M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$840M

Sector Composition

1 Healthcare 0.79%
2 Technology 0.74%
3 Consumer Staples 0.68%
4 Communication Services 0.48%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.08%
2,055
-199,191
77
$70K 0.03%
500
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