SL
SWMG LLC Portfolio holdings
AUM
$360M
1-Year Est. Return
18.17%
This Fund
S&P 500
1 Year Est. Return
+18.17%
AUM
$360M
AUM Growth
+$29.5M
(+8.9%)
Holding
126
Top Buys
| 1 | +$6.84M | |
| 2 | +$4.46M | |
| 3 | +$3.51M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.37M |
Top Sells
| 1 | +$7.64M | |
| 2 | +$1.6M | |
| 3 | +$819K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$789K |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$695K |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Healthcare | 1.49% |
| 3 | Industrials | 1.28% |
| 4 | Consumer Discretionary | 1.06% |
| 5 | Financials | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Zoetis
ZTS
$51.7B
| – | – |
-2,488
|
|