Sequoia Wealth Management

Sequoia Wealth Management as of Dec. 31, 2017

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 58 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rydex S&P Equal Weight ETF 10.6 $12M 113k 103.48
Powershares S&p 500 8.3 $9.2M 215k 42.77
Ishares Tr usa min vo (USMV) 8.1 $9.0M 168k 53.45
Ishares Inc ctr wld minvl (ACWV) 8.0 $8.8M 103k 85.52
PowerShares High Yld. Dividend Achv 7.4 $8.2M 454k 18.04
Powershares Etf Tr Ii s&p600 lovl pt 6.8 $7.6M 163k 46.30
Goldman Sachs Etf Tr (GSLC) 4.0 $4.5M 82k 54.70
iShares Russell 2000 Index (IWM) 3.5 $3.8M 25k 155.04
Ishares Inc core msci emkt (IEMG) 2.8 $3.1M 52k 59.27
iShares S&P SmallCap 600 Index (IJR) 2.6 $2.9M 38k 77.88
Vanguard Total Stock Market ETF (VTI) 2.6 $2.9M 21k 140.68
iShares MSCI EAFE Index Fund (EFA) 2.6 $2.9M 40k 72.39
First Trust IPOX-100 Index Fund (FPX) 2.3 $2.5M 36k 70.25
iShares S&P 500 Index (IVV) 2.3 $2.5M 9.2k 275.85
Advisorshares Tr bny grwth (AADR) 2.1 $2.3M 38k 61.69
Ishares High Dividend Equity F (HDV) 1.9 $2.1M 23k 91.02
iShares Dow Jones US Financial (IYF) 1.8 $2.0M 17k 120.88
Spdr S&p 500 Etf (SPY) 1.6 $1.8M 6.6k 273.98
iShares S&P MidCap 400 Index (IJH) 1.5 $1.7M 8.8k 194.26
wisdomtreetrusdivd.. (DGRW) 1.4 $1.6M 38k 42.45
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 1.1 $1.3M 39k 32.69
Claymore Exchange Trd Fd Tr gug bull2020 e 1.1 $1.2M 57k 21.34
Claymore Exchange Trd Fd Tr gug bul 2019 hy 1.1 $1.2M 49k 24.52
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.1 $1.2M 49k 23.95
PowerShares Dynamic OTC Portfolio 1.0 $1.1M 10k 106.87
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.9 $949k 4.9k 193.40
Rydex Etf Trust s^psc600 purgr 0.7 $796k 6.9k 115.30
Corporate Capital Trust 0.7 $769k 50k 15.52
PowerShares QQQ Trust, Series 1 0.7 $730k 4.5k 162.55
Schwab Strategic Tr us dividend eq (SCHD) 0.7 $726k 14k 52.16
Direxion Shs Etf Tr all cp insider 0.7 $717k 17k 42.32
First Trust Cloud Computing Et (SKYY) 0.6 $643k 14k 47.53
Vanguard Growth ETF (VUG) 0.5 $595k 4.1k 145.44
iShares Russell 1000 Value Index (IWD) 0.5 $572k 4.5k 126.49
iShares Dow Jones US Technology (IYW) 0.5 $538k 3.2k 170.09
iShares Russell 1000 Index (IWB) 0.5 $537k 3.5k 152.73
Vanguard Emerging Markets ETF (VWO) 0.3 $378k 7.9k 47.95
Ishares Tr eafe min volat (EFAV) 0.3 $378k 5.1k 74.38
iShares S&P SmallCap 600 Growth (IJT) 0.3 $348k 2.0k 172.45
Vanguard Total Bond Market ETF (BND) 0.3 $344k 4.3k 80.43
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.3 $346k 4.0k 86.11
Abbvie (ABBV) 0.3 $340k 3.4k 99.47
iShares Russell Midcap Index Fund (IWR) 0.3 $300k 1.4k 213.22
iShares Lehman Aggregate Bond (AGG) 0.2 $281k 2.6k 109.25
First Trust Financials AlphaDEX (FXO) 0.2 $272k 8.6k 31.62
iShares Russell 3000 Growth Index (IUSG) 0.2 $270k 4.8k 56.00
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $250k 1.9k 131.58
iShares MSCI Emerging Markets Indx (EEM) 0.2 $241k 4.9k 49.39
Apple (AAPL) 0.2 $239k 1.4k 173.31
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $247k 981.00 251.78
Vanguard High Dividend Yield ETF (VYM) 0.2 $237k 2.7k 86.72
D First Tr Exchange-traded (FPE) 0.2 $234k 12k 20.08
UnitedHealth (UNH) 0.2 $222k 990.00 224.24
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.2 $224k 5.0k 45.19
Home Depot (HD) 0.2 $206k 1.1k 190.56
Abbott Laboratories (ABT) 0.2 $215k 3.6k 59.02
iShares NASDAQ Biotechnology Index (IBB) 0.2 $207k 1.9k 108.49
Sempra Energy (SRE) 0.2 $200k 1.8k 108.93