SWG
Summit Wealth Group Portfolio holdings
AUM
$389M
This Quarter Return
+5.24%
1 Year Return
+9.97%
3 Year Return
+37.16%
5 Year Return
+45.53%
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(+4%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
59.26%
Holding
99
New
3
Increased
29
Reduced
31
Closed
–
Top Buys
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
$9.72M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$8.46M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.15M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.87M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$3.07M |
Top Sells
Sector Composition
| 1 | Technology | 4.07% |
| 2 | Industrials | 0.68% |
| 3 | Healthcare | 0.68% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Consumer Staples | 0.58% |
