SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
1-Year Est. Return
9.97%
1 Year Est. Return
+9.97%
AUM
$342M
AUM Growth
-$3.08M
(-0.89%)
Holding
103
Top Buys
| 1 | +$3.38M | |
| 2 | +$892K | |
| 3 | +$891K | |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$803K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$759K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.71M | |
| 3 | +$657K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$583K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$581K |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Healthcare | 0.64% |
| 3 | Consumer Staples | 0.6% |
| 4 | Industrials | 0.59% |
| 5 | Consumer Discretionary | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Salesforce
CRM
$231B
| – | – |
-976
|
|
||
102
Eaton
ETN
$145B
| – | – |
-642
|
|
||
103
ServiceNow
NOW
$188B
| – | – |
-218
|
|