SWRP

Summit Wealth & Retirement Planning Portfolio holdings

AUM $407M
1-Year Est. Return 17.26%
This Quarter Est. Return
1 Year Est. Return
+17.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.2M
2 +$1.79M
3 +$715K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$669K
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$661K

Sector Composition

1 Technology 4.26%
2 Financials 1.33%
3 Communication Services 1.18%
4 Consumer Discretionary 0.89%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,654