SWG

Summit Wealth Group Portfolio holdings

AUM $428M
1-Year Est. Return 13.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.69%
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
+$25.7K

Top Sells

1
+$15.1B
2
+$2.24B
3
+$1.51B
4
VHT icon
Vanguard Health Care ETF
VHT
+$984M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$791M

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%
3,850
-959,265
77
$70K 0.03%
500
+200
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-31,870
2 3
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5 6