Sterling Wealth Advisors Inc Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Sterling Wealth Advisors Inc, 98% allocated to ETF.

Top Sector: ETF (98%)
US Exposure: 100%
Market Cap Focus: N/A
Countries: 1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

97.90%

Industry Breakdown

1 industry across all sectors

ETF

97.88%

Market Cap Distribution

N/A (ETF or Unknown)

100.00%

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)

100.0%

International

Countries

United States of America

100.00% ($156.7M)

20 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

No data available

Position Sizing & Influence