SFP
SwitchPoint Financial Planning Portfolio holdings
AUM
$122M
1 Year Est. Return
–
AUM
$105M
AUM Growth
+$975K
(+0.93%)
Holding
54
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.12M | |
| 3 | +$554K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$450K |
| 5 |
Wells Fargo
WFC
|
+$445K |
Top Sells
| 1 | +$655K | |
| 2 | +$525K | |
| 3 | +$316K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$272K |
| 5 |
Trade Desk
TTD
|
+$236K |
Sector Composition
| 1 | Technology | 4.84% |
| 2 | Financials | 0.9% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Healthcare | 0.29% |
| 5 | Consumer Staples | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vert Global Sustainable Real Estate ETF
VGSR
$449M
| $185K | 0.18% |
18,261
|
|
||
|
52
Trade Desk
TTD
$26.4B
| – | – |
-2,006
|
|
||
53
Vanguard Information Technology ETF
VGT
$110B
| – | – |
-508
|
|
||
|
54
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| – | – |
-1,388
|
|