SWAL
Strategic Wealth Advisors LLC Portfolio holdings
AUM
$117M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
–
Holding
260
Top Buys
| 1 | +$11.5M | |
| 2 | +$8.96M | |
| 3 | +$7.2M | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$6.47M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$6.31M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.32% |
| 2 | Healthcare | 1.38% |
| 3 | Financials | 1.18% |
| 4 | Industrials | 0.76% |
| 5 | Consumer Staples | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ford
F
$54.3B
| $1K | ﹤0.01% |
+150
|
|
||
252
Haleon
HLN
$48.4B
| $1K | ﹤0.01% |
+150
|
|
||
253
Norwegian Cruise Line
NCLH
$10B
| $1K | ﹤0.01% |
+50
|
|
||
254
United Parcel Service
UPS
$98.3B
| $1K | ﹤0.01% |
+15
|
|
||
|
UXRP
255
Proshares Ultra XRP ETF
UXRP
$27.9M
| $1K | ﹤0.01% |
+115
|
|
||
256
Devon Energy
DVN
$26.1B
| $0 | ﹤0.01% |
+20
|
|
||
257
Verizon
VZ
$200B
| $0 | ﹤0.01% |
+10
|
|
||
|
OPENL
258
Opendoor Technologies Inc Series A Warrants
OPENL
$12.9M
| $0 | ﹤0.01% |
+21
|
|
||
|
OPENW
259
Opendoor Technologies Inc Series K Warrants
OPENW
$23M
| $0 | ﹤0.01% |
+21
|
|
||
|
OPENZ
260
Opendoor Technologies Inc Series Z Warrants
OPENZ
$11.6M
| $0 | ﹤0.01% |
+21
|
|