S

Surevest Portfolio holdings

AUM $368M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
-13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.06M
3
+$3.04M
4
RH icon
RH
RH
+$2.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.88M

Top Sells

1
+$7.18M
2
+$6.79M
3
+$5.17M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.83M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$4.72M

Sector Composition

1 Industrials 12.87%
2 Consumer Staples 12.64%
3 Technology 11.27%
4 Consumer Discretionary 10.82%
5 Financials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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