SL
SWMG LLC Portfolio holdings
AUM
$297M
This Quarter Return
-5.73%
1 Year Return
+13.37%
3 Year Return
+43.96%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.74%
Holding
71
New
71
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$34.4M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$16.4M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$14.2M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$7.54M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$7.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 0.15% |
| 2 | Financials | 0.11% |
