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SOWA FINANCIAL GROUP, INC. 13F portfolio summary

SOWA FINANCIAL GROUP, INC. of SOWA FINANCIAL GROUP, INC. has 29 current stock holdings with a reported portfolio value of $201.8M. The portfolio 1 year return is +22.63%. Top holdings include PFF (0.00%), FBCG (15.08%), IAU (13.09%), PVAL (13.04%), AAPL (12.17%).

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SOWA FINANCIAL GROUP, INC.

SOWA FINANCIAL GROUP, INC.
Latest filing: 2026-03-31

SOWA FINANCIAL GROUP, INC. runs SOWA FINANCIAL GROUP, INC. and currently holds 29 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $201.81M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SOWA FINANCIAL GROUP, INC. ranks #786 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SOWA FINANCIAL GROUP, INC.'s portfolio at SOWA FINANCIAL GROUP, INC. has delivered returns of +22.63%. Their 3-year annualized return is +54.55%. Looking at the 5-year horizon, SOWA FINANCIAL GROUP, INC. has achieved +57.01% annualized returns at SOWA FINANCIAL GROUP, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.63%
#556/1000
3 Year
+54.55%
#761/1000
5 Year
+57.01%
#751/1000

Portfolio Value

$201.81M

Alpha Score

43.8

#786 of 1000

Holdings

29

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change