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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
201
$0 ﹤0.01%
+10,475
202
$0 ﹤0.01%
+12,978
203
$0 ﹤0.01%
+107,544
204
$0 ﹤0.01%
+24,474
205
$0 ﹤0.01%
+48,037
206
$0 ﹤0.01%
+201,640
207
$0 ﹤0.01%
+19,020
208
$0 ﹤0.01%
+21,710
209
$0 ﹤0.01%
+163,671
210
$0 ﹤0.01%
+13,512
211
$0 ﹤0.01%
+10,566
212
$0 ﹤0.01%
+16,232
213
$0 ﹤0.01%
+81,404
214
$0 ﹤0.01%
+37,701
215
$0 ﹤0.01%
+13,181
216
$0 ﹤0.01%
+10,858
217
$0 ﹤0.01%
+22,576
218
$0 ﹤0.01%
+19,579
219
$0 ﹤0.01%
+41,203
220
$0 ﹤0.01%
+1,024,970
221
$0 ﹤0.01%
+39,005
222
$0 ﹤0.01%
+25,328
223
$0 ﹤0.01%
+12,454
224
$0 ﹤0.01%
+31,870
225
$0 ﹤0.01%
+18,399
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