SL

SWMG LLC Portfolio holdings

AUM $331M
1-Year Est. Return 14.68%
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.35M
3 +$1.31M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.31M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.18M

Sector Composition

1 Industrials 0.35%
2 Communication Services 0.12%
3 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-34,627
102
-45,711
103
-43,910