SM
Sweeney & Michel Portfolio holdings
AUM
$298M
1 Year Est. Return
–
AUM
$282M
AUM Growth
+$53M
(+23%)
Holding
134
Top Buys
| 1 | +$3.15M | |
| 2 | +$1.12M | |
| 3 | +$721K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$716K |
| 5 |
IBM
IBM
|
+$663K |
Top Sells
| 1 | +$275K | |
| 2 | +$216K | |
| 3 | +$200K | |
| 4 |
Apple
AAPL
|
+$182K |
| 5 |
Deere & Co
DE
|
+$127K |
Sector Composition
| 1 | Technology | 10.49% |
| 2 | Financials | 9.5% |
| 3 | Communication Services | 6.31% |
| 4 | Healthcare | 3.59% |
| 5 | Consumer Staples | 3.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Capital Group Core Balanced ETF
CGBL
$3.39B
| $216K | 0.08% |
+6,437
|
|
||
127
DraftKings
DKNG
$14.7B
| $214K | 0.08% |
+4,988
|
|
||
128
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.02B
| $213K | 0.08% |
8,522
-32
|
|
||
129
Abbott
ABT
$227B
| $212K | 0.08% |
+1,604
|
|
||
|
WRN
130
Western Copper and Gold
WRN
$422M
| $101K | 0.04% |
76,194
|
|
||
131
Allstate
ALL
$56.1B
| – | – |
-1,500
|
|
||
132
Lulu's Fashion Lounge
LVLU
$14.2M
| – | – |
-3,404
|
|
||
133
iShares MSCI USA Value Factor ETF
VLUE
$8.44B
| – | – |
-2,142
|
|
||
134
Waste Management
WM
$84.3B
| – | – |
-1,000
|
|