SF

SWP Financial Portfolio holdings

AUM $182M
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6%
2 Communication Services 0.99%
3 Financials 0.69%
4 Utilities 0.64%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMXC icon
76
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
-20,089
HEFA icon
77
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.64B
-16,194