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SWG

Summit Wealth Group Portfolio holdings

AUM $436M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
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
176
$0 ﹤0.01%
+20,354
177
$0 ﹤0.01%
+138,742
178
$0 ﹤0.01%
+218,350
179
$0 ﹤0.01%
+118,275
180
$0 ﹤0.01%
+64,284
181
$0 ﹤0.01%
+15,181
182
$0 ﹤0.01%
+41,078
183
$0 ﹤0.01%
+10,935
184
$0 ﹤0.01%
+14,980
185
$0 ﹤0.01%
+12,436
186
$0 ﹤0.01%
+48,696
187
$0 ﹤0.01%
+131,506
188
$0 ﹤0.01%
+13,142
189
$0 ﹤0.01%
+30,216
190
$0 ﹤0.01%
+14,698
191
$0 ﹤0.01%
+18,355
192
$0 ﹤0.01%
+14,210
193
$0 ﹤0.01%
+11,164
194
$0 ﹤0.01%
+19,340
195
$0 ﹤0.01%
+16,798
196
$0 ﹤0.01%
+53,440
197
$0 ﹤0.01%
+54,947
198
$0 ﹤0.01%
+21,471
199
$0 ﹤0.01%
+110,087
200
$0 ﹤0.01%
+58,387
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