SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
1-Year Return
9.97%
This Quarter Return
+0.63%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$63.2M
AUM Growth
-$4.1M
(-6.1%)
Cap. Flow
-$3.99M
Cap. Flow
% of AUM
-6.32%
Top 10 Holdings %
Top 10 Hldgs %
75.78%
Holding
236
New
23
Increased
14
Reduced
6
Closed
192
Top Buys
| 1 |
Sun Communities
SUI
|
$5.46M |
| 2 |
iShares Global Tech ETF
IXN
|
$3.62M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$3.62M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.8M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$1.48M |
Top Sells
Sector Composition
| 1 | Real Estate | 8.63% |
| 2 | Communication Services | 2.93% |
| 3 | Healthcare | 2.51% |
| 4 | Technology | 1.98% |
| 5 | Consumer Staples | 1.64% |
