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SGRT
SMART Earnings Growth 30 ETF
SGRT
SGRT
32.59
USD
+0.62
1.94%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
1.94%
5 days
3.39%
1 month
-1.98%
3 months
-12.49%
6 months
15.24%
Year to date
28.41%
1 year
56.53%
5 years
62.95%
10 years
62.95%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AWA
1
Authentikos Wealth Advisory
Morgan Hill,
California
| $3.55M | -$497K | -18,291 | -12% |
|
| 2 |
SW
2
SMART Wealth
Omaha,
Nebraska
| $3M | -$2.07M | -75,970 | -40% |
|
| 3 |
3
Morgan Stanley
New York
| $1.37M | -$1.76M | -64,835 | -56% |
|
| 4 |
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $868K | -$12.8M | -469,728 | -94% |
|
| 5 |
5
Brown Advisory
Baltimore,
Maryland
| $421K | +$429K | +15,778 | New |
|
| 6 |
AWM
6
AE Wealth Management
Topeka,
Kansas
| $385K | -$22K | -810 | -5% |
|
| 7 |
SAM
7
Smartleaf Asset Management
Boston,
Massachusetts
| $22.5K | +$23.9K | +880 | New |
|
| 8 |
Q1WB
8
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $14.2K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$40.4K | -1,616 | Closed |
|