SWM
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Salvus Wealth Management’s Moelis & Co MC Stock Holding History

Salvus Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Sell
29,689
-1,259
-4% -$82.6K 1.09% 29
2026
Q1 		$1.76M Buy
30,948
+3,058
+11% +$199K 1.03% 32
2025
Q4 		$1.92M Buy
27,890
+340
+1% +$22.7K 1.07% 27
2025
Q3 		$1.96M Buy
27,550
+100
+0.4% +$7.14K 1.1% 26
2025
Q2 		$1.71M Sell
27,450
-298
-1% -$16.7K 1% 29
2025
Q1 		$1.62M Sell
27,748
-8,811
-24% -$621K 1.02% 30
2024
Q4 		$2.7M Sell
36,559
-11,068
-23% -$801K 1.72% 16
2024
Q3 		$3.26M Sell
47,627
-12,823
-21% -$828K 2% 15
2024
Q2 		$3.44M Sell
60,450
-1,203
-2% -$65K 2.36% 12
2024
Q1 		$3.5M Sell
61,653
-500
-0.8% -$27.3K 2.39% 15
2023
Q4 		$3.49M Sell
62,153
-2,235
-3% -$105K 2.48% 14
2023
Q3 		$2.91M Sell
64,388
-32
-0% -$1.51K 2.3% 15
2023
Q2 		$2.92M Buy
64,420
+15,398
+31% +$614K 2.25% 16
2023
Q1 		$1.88M Buy
49,022
+750
+2% +$32.2K 1.52% 18
2022
Q4 		$1.85M Sell
48,272
-35
-0.1% -$1.42K 1.7% 18
2022
Q3 		$1.63M Sell
48,307
-28
-0.1% -$1.17K 1.55% 21
2022
Q2 		$1.9M Buy
48,335
+903
+2% +$39.4K 1.7% 18
2022
Q1 		$2.23M Buy
47,432
+1,571
+3% +$81.7K 1.7% 19
2021
Q4 		$2.87M Sell
45,861
-95
-0.2% -$6.36K 2.1% 15
2021
Q3 		$2.84M Buy
45,956
+1,170
+3% +$70.1K 2.32% 11
2021
Q2 		$2.55M Sell
44,786
-149
-0.3% -$8.09K 2.15% 13
2021
Q1 		$2.47M Buy
44,935
+770
+2% +$41.3K 2.31% 14
2020
Q4 		$2.27M Buy
+44,165
New +$1.78M 2.45% 11

Other funds holding MC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return