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
$4.19M
AUM Growth
-$90.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.4B
2
+$2.27B
3
+$1.52B
4
AAPL icon
Apple
AAPL
+$1.03B
5
VHT icon
Vanguard Health Care ETF
VHT
+$978M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.48%
2 Healthcare 1.38%
3 Communication Services 0.76%
4 Consumer Staples 0.48%
5 Real Estate 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K 0.02%
+81,134
127
$1K 0.02%
+12,916
128
$1K 0.02%
+963,115
129
$1K 0.02%
+37,701
130
$1K 0.02%
+175,694
131
$1K 0.02%
+124,409
132
$1K 0.02%
+99,815
133
$1K 0.02%
+93,703
134
$1K 0.02%
+29,098
135
$1K 0.02%
+82,783
136
$1K 0.02%
+21,219
137
$1K 0.02%
+25,405
138
$1K 0.02%
+32,380
139
$1K 0.02%
+86,488
140
$1K 0.02%
+55,062
141
$1K 0.02%
+209,109
142
$1K 0.02%
+51,903
143
$1K 0.02%
+63,806
144
$1K 0.02%
+66,598
145
$1K 0.02%
+26,524
146
$1K 0.02%
+179,736
147
$1K 0.02%
+23,114
148
$1K 0.02%
+42,902
149
$1K 0.02%
+72,898
150
$1K 0.02%
+64,660
4 5
6
7 8