Sequoia Wealth Management

Sequoia Wealth Management as of March 31, 2018

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 55 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rydex S&P Equal Weight ETF 12.8 $13M 133k 99.36
Ishares Tr usa min vo (USMV) 8.8 $9.2M 176k 51.91
Ishares Inc ctr wld minvl (ACWV) 8.7 $9.1M 108k 83.81
Powershares S&p 500 8.3 $8.6M 218k 39.41
PowerShares High Yld. Dividend Achv 7.9 $8.2M 481k 17.03
Powershares Etf Tr Ii s&p600 lovl pt 7.4 $7.7M 171k 45.03
iShares Russell 2000 Index (IWM) 3.6 $3.7M 24k 151.84
Vanguard Total Stock Market ETF (VTI) 3.2 $3.3M 25k 135.75
Goldman Sachs Etf Tr (GSLC) 3.1 $3.2M 59k 53.42
First Trust IPOX-100 Index Fund (FPX) 2.8 $2.9M 42k 68.48
iShares S&P 500 Index (IVV) 2.6 $2.7M 10k 265.52
Advisorshares Tr bny grwth (AADR) 2.5 $2.5M 43k 58.59
iShares Dow Jones US Financial (IYF) 2.2 $2.3M 20k 117.92
Ishares High Dividend Equity F (HDV) 1.9 $2.0M 24k 84.70
PowerShares Dynamic OTC Portfolio 1.4 $1.4M 13k 107.12
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.3 $1.4M 55k 25.08
Claymore Exchange Trd Fd Tr gug bull2020 e 1.3 $1.3M 62k 21.11
Claymore Exchange Trd Fd Tr gug bul 2019 hy 1.2 $1.3M 53k 24.31
iShares S&P MidCap 400 Index (IJH) 1.2 $1.2M 6.5k 187.73
wisdomtreetrusdivd.. (DGRW) 1.1 $1.1M 28k 40.45
Corporate Capital Trust 1.1 $1.1M 67k 16.86
Rydex Etf Trust s^psc600 purgr 1.0 $1.1M 9.1k 115.25
Direxion Shs Etf Tr all cp insider 0.9 $944k 23k 40.97
PowerShares QQQ Trust, Series 1 0.8 $886k 5.5k 160.37
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.8 $869k 4.4k 198.49
iShares S&P NA Tech. Sec. Idx (IGM) 0.8 $835k 4.7k 179.38
First Trust Financials AlphaDEX (FXO) 0.8 $794k 26k 31.03
Spdr S&p 500 Etf (SPY) 0.8 $774k 2.9k 263.33
D First Tr Exchange-traded (FPE) 0.7 $674k 35k 19.48
iShares Dow Jones US Technology (IYW) 0.6 $649k 3.9k 168.05
First Trust Cloud Computing Et (SKYY) 0.6 $613k 13k 48.46
Vanguard Growth ETF (VUG) 0.6 $604k 4.3k 142.12
Ishares Tr eafe min volat (EFAV) 0.5 $552k 7.5k 73.58
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 0.5 $548k 17k 31.83
iShares Russell 1000 Value Index (IWD) 0.5 $542k 4.5k 119.86
iShares Russell 1000 Index (IWB) 0.5 $492k 3.4k 146.87
iShares Russell 3000 Growth Index (IUSG) 0.4 $415k 7.6k 54.33
Ishares Inc core msci emkt (IEMG) 0.4 $386k 6.6k 58.18
Vanguard Emerging Markets ETF (VWO) 0.4 $370k 7.9k 46.93
Vanguard High Dividend Yield ETF (VYM) 0.4 $370k 4.5k 82.35
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.3 $366k 8.2k 44.68
iShares MSCI Emerging Markets Indx (EEM) 0.3 $335k 7.0k 48.18
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.3 $322k 3.8k 85.19
Abbvie (ABBV) 0.3 $325k 3.4k 94.75
iShares S&P SmallCap 600 Index (IJR) 0.3 $301k 3.9k 76.90
iShares Russell 3000 Value Index (IUSV) 0.3 $297k 5.6k 53.10
Vanguard Total Bond Market ETF (BND) 0.3 $297k 3.7k 79.56
iShares Russell Midcap Index Fund (IWR) 0.3 $290k 1.4k 206.11
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $246k 1.9k 129.47
SPDR Dow Jones Industrial Average ETF (DIA) 0.2 $237k 981.00 241.59
Abbott Laboratories (ABT) 0.2 $225k 3.8k 60.00
Sempra Energy (SRE) 0.2 $207k 1.9k 111.11
Jones Lang LaSalle Incorporated (JLL) 0.2 $209k 1.2k 174.17
iShares Dow Jones US Healthcare (IYH) 0.2 $207k 1.2k 172.50
Fs Investment Corporation 0.1 $73k 10k 7.30