SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
This Quarter Return
-4.27%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$84.8M
AUM Growth
+$84.8M
(+0.15%)
Cap. Flow
+$4.19M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
88.48%
Holding
24
New
1
Increased
17
Reduced
5
Closed
1
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$2.3M |
| 2 |
Merck
MRK
|
$203K |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$90.2K |
| 4 |
Amazon
AMZN
|
$36.2K |
| 5 |
UnitedHealth
UNH
|
$7.07K |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Healthcare | 1.02% |
| 3 | Communication Services | 0.63% |
| 4 | Consumer Discretionary | 0.61% |
| 5 | Real Estate | 0.41% |
