We are live on
!
Find out more
SWG
Summit Wealth Group Portfolio holdings
AUM
$436M
1-Year Est. Return
13.96%
This Fund
S&P 500
1 Year Est. Return
+13.96%
AUM
$436M
AUM Growth
+$7.52M
(+1.8%)
Holding
127
Top Buys
| 1 | +$3.14M | |
| 2 | +$2.36M | |
| 3 | +$1.43M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.38M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$968K |
Top Sells
| 1 | +$388K | |
| 2 | +$350K | |
| 3 | +$252K | |
| 4 |
Apple
AAPL
|
+$195K |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$177K |
Sector Composition
| 1 | Technology | 4.78% |
| 2 | Industrials | 0.88% |
| 3 | Healthcare | 0.73% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Financials | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Bausch Health
BHC
$1.89B
| $64.4K | 0.01% |
11,918
|
|
||
127
iShares MSCI EAFE ETF
EFA
$77B
| – | – |
-3,646
|
|