Sequoia Wealth Management

Sequoia Wealth Management as of June 30, 2018

Portfolio Holdings for Sequoia Wealth Management

Sequoia Wealth Management holds 53 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 10.6 $10M 187k 53.23
Invesco S&p 500 Equal Weight Etf (RSP) 10.4 $9.8M 96k 101.93
Ishares Inc ctr wld minvl (ACWV) 10.0 $9.4M 114k 82.92
Invesco S&p Smallcap Low Volatility Etf (XSLV) 9.3 $8.7M 180k 48.71
Vanguard Total Stock Market ETF (VTI) 4.7 $4.4M 32k 135.71
iShares Russell 2000 Index (IWM) 4.5 $4.2M 29k 147.26
First Trust IPOX-100 Index Fund (FPX) 3.5 $3.3M 46k 71.83
Goldman Sachs Etf Tr (GSLC) 3.5 $3.3M 60k 54.90
iShares S&P 500 Index (IVV) 3.1 $2.9M 10k 281.28
Corporate Capital Trust 2.8 $2.6M 165k 15.82
Advisorshares Tr bny grwth (AADR) 2.7 $2.5M 48k 52.52
Ishares High Dividend Equity F (HDV) 2.1 $2.0M 24k 84.90
iShares Dow Jones US Financial (IYF) 2.1 $2.0M 17k 117.72
Invesco Exchange Traded Fd T dwa nasdaq mnt 1.7 $1.6M 15k 110.85
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 1.7 $1.6M 59k 26.73
Invesco Bulletshares 2020 Corp 1.6 $1.5M 70k 21.09
iShares S&P MidCap 400 Index (IJH) 1.6 $1.5M 11k 132.92
Bsjj etf 1.6 $1.5M 60k 24.18
Invesco S&p 500 High Div, Low V equities (SPHD) 1.5 $1.4M 35k 40.77
Invesco Exchange Traded Fd Ts&p Sml600 Gwt etf/equity (RZG) 1.4 $1.3M 10k 127.41
wisdomtreetrusdivd.. (DGRW) 1.3 $1.2M 30k 41.14
Invesco Exchange Traded Fd Tr etf (PEY) 1.2 $1.1M 64k 17.57
Direxion Shs Etf Tr all cp insider 1.1 $1.1M 26k 41.37
iShares S&P NA Tech. Sec. Idx (IGM) 1.0 $942k 4.8k 195.03
Invesco Qqq Trust Series 1 (QQQ) 0.9 $877k 5.1k 173.25
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.9 $844k 4.4k 193.49
First Trust Financials AlphaDEX (FXO) 0.8 $765k 24k 31.49
iShares Dow Jones US Technology (IYW) 0.7 $697k 3.9k 180.48
iShares Russell 3000 Growth Index (IUSG) 0.7 $701k 11k 63.65
First Trust Cloud Computing Et (SKYY) 0.7 $690k 13k 53.86
iShares Russell 1000 Value Index (IWD) 0.7 $681k 6.1k 111.17
Vanguard Growth ETF (VUG) 0.7 $677k 4.5k 150.04
D First Tr Exchange-traded (FPE) 0.7 $667k 35k 19.12
Spdr S&p 500 Etf (SPY) 0.7 $661k 2.4k 271.12
Ishares Tr eafe min volat (EFAV) 0.7 $657k 9.4k 70.18
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.6 $549k 6.4k 86.10
Vanguard Total Bond Market ETF (BND) 0.6 $540k 6.0k 90.18
Dbx Etf Tr xtrc rus1000 cmp (DEUS) 0.6 $540k 17k 32.08
iShares Russell 1000 Index (IWB) 0.5 $505k 3.3k 152.98
iShares Russell 3000 Value Index (IUSV) 0.5 $455k 8.2k 55.60
Ishares Inc core msci emkt (IEMG) 0.5 $442k 9.0k 48.88
Vanguard High Dividend Yield ETF (VYM) 0.4 $369k 4.5k 82.72
iShares S&P SmallCap 600 Index (IJR) 0.4 $345k 3.7k 94.31
Vanguard Emerging Markets ETF (VWO) 0.3 $330k 7.9k 41.86
Abbvie (ABBV) 0.3 $308k 3.7k 83.22
First Tr Exch Trd Alpha Fd I em sml cp alph (FEMS) 0.3 $308k 8.1k 38.01
iShares Russell Midcap Index Fund (IWR) 0.3 $299k 1.4k 212.51
WisdomTree SmallCap Earnings Fund (EES) 0.3 $270k 6.9k 39.09
Vanguard Mid-Cap Growth ETF (VOT) 0.3 $255k 1.9k 134.21
Gw Pharmaceuticals Plc ads 0.3 $252k 2.2k 114.55
iShares MSCI Emerging Markets Indx (EEM) 0.2 $230k 5.4k 42.81
Sempra Energy (SRE) 0.2 $216k 2.1k 105.37
iShares Dow Jones US Healthcare (IYH) 0.2 $215k 1.2k 179.17