SP
SWS Partners Portfolio holdings
AUM
$371M
This Quarter Return
+3.36%
1 Year Return
+24.85%
3 Year Return
+77.25%
5 Year Return
+115.97%
10 Year Return
–
AUM
$330M
AUM Growth
+$330M
(+5.2%)
Cap. Flow
+$31.1M
Cap. Flow
% of AUM
9.43%
Top 10 Holdings %
Top 10 Hldgs %
32.8%
Holding
125
New
9
Increased
68
Reduced
40
Closed
7
Top Buys
| 1 |
Aptus International Enhanced Yield ETF
IDUB
|
$6.03M |
| 2 |
Opus Small Cap Value ETF
OSCV
|
$4.07M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.5M |
| 4 |
Aptus Defined Risk ETF
DRSK
|
$2.63M |
| 5 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$2.28M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$5.13M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.72M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.52M |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.96M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$2.91M |
Sector Composition
| 1 | Technology | 19.34% |
| 2 | Healthcare | 7.58% |
| 3 | Consumer Discretionary | 7.17% |
| 4 | Financials | 5.06% |
| 5 | Industrials | 4.94% |
