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Top 10 Client Holdings

As of March 31st, 2021TickerDividend Yield1-Year Return3-Year Avg. Annual ReturnExpense RatioMax Draw downFact Sheet
Vanguard Dividend Appreciation ETF
VIG1.6%42.4%15.5%0.06%-46.8%More Info
iShares USA Quality Factor ETF
QUAL1.4%49.7%15.7%0.15%-34.1%More Info
SPDR S&P 500 Growth ETF
SPYG0.8%55.3%20.0%0.04%-68.2%More Info
iShares USA Momentum Factor ETF
MTUM0.6%44.5%15.6%0.15%-34.1%More Info
Amplify Black Swan US Growth & Treasury ETFSWAN
0.2%12.6%NA0.49%-12.8%More Info
iShares Global Low-Volatility ETF
ACWV1.7%22.9%8.1%0.20%-28.8%More Info
iShares MSCI USA ESG Select ETFSUSA1.1%62.1%18.5%0.25%-53.9%More Info
Vanguard Total World Stock ETFVT1.5%46.3%12.6%0.08%-50.3%More Info
BNP Paribas Twin-Win Structured Note due 6/15/23
05583RKK90.0%23.8%NA0.0%-14.3%More Info
Innovator ETFs Double Stacker - OctoberDSOC0.0%NANA0.80%-6.6%More Info


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