SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
1-Year Return
9.97%
This Quarter Return
+0.72%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$62.1M
AUM Growth
-$97.3M
(-61%)
Cap. Flow
-$97.6M
Cap. Flow
% of AUM
-157.33%
Top 10 Holdings %
Top 10 Hldgs %
90.38%
Holding
225
New
183
Increased
7
Reduced
3
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$27.7M |
| 2 |
Sun Communities
SUI
|
$16.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.9M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$9.82M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$6.16M |
Sector Composition
| 1 | Financials | 2.09% |
| 2 | Communication Services | 2.03% |
| 3 | Healthcare | 1.76% |
| 4 | Technology | 1.42% |
| 5 | Real Estate | 0.86% |
