SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
1-Year Return
9.97%
This Quarter Return
+3.5%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$247M
AUM Growth
+$243M
(+5,797%)
Cap. Flow
-$30.5B
Cap. Flow
% of AUM
-12,355.15%
Top 10 Holdings %
Top 10 Hldgs %
70.28%
Holding
270
New
–
Increased
1
Reduced
76
Closed
193
Top Buys
| 1 |
CANO
Cano Health, Inc.
CANO
|
$28K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$16B |
| 2 |
Vanguard Total Bond Market
BND
|
$2.23B |
| 3 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.55B |
| 4 |
Vanguard Health Care ETF
VHT
|
$990M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$840M |
Sector Composition
| 1 | Healthcare | 0.79% |
| 2 | Technology | 0.74% |
| 3 | Consumer Staples | 0.68% |
| 4 | Communication Services | 0.48% |
| 5 | Industrials | 0.44% |
