SM
Sweeney & Michel Portfolio holdings
AUM
$282M
This Quarter Return
+6.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
–
Cap. Flow
+$226M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.21%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$20.2M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$19.5M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$15.2M |
| 4 |
Apple
AAPL
|
$13.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 10.46% |
| 2 | Technology | 10.29% |
| 3 | Communication Services | 7.72% |
| 4 | Healthcare | 4.4% |
| 5 | Consumer Staples | 2.2% |
