SF
SWP Financial Portfolio holdings
AUM
$182M
1-Year Est. Return
11.3%
1 Year Est. Return
+11.3%
AUM
$182M
AUM Growth
+$18.3M
(+11%)
Holding
77
Top Buys
| 1 | +$3.75M | |
| 2 | +$3.25M | |
| 3 | +$2.53M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.85M |
| 5 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$1.63M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$3.35M | |
| 3 | +$2.01M | |
| 4 |
BlackRock Total Return ETF
BRTR
|
+$1.22M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.11M |
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 | |
|---|---|---|---|---|---|---|
|
76
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.8B
| – | – |
-20,089
|
|
||
77
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.64B
| – | – |
-16,194
|
|