SWM
Salvus Wealth Management Portfolio holdings
AUM
$179M
1-Year Est. Return
20.73%
1 Year Est. Return
+20.73%
AUM
$179M
AUM Growth
+$7.66M
(+4.5%)
Holding
137
Top Buys
| 1 | +$996K | |
| 2 | +$921K | |
| 3 | +$716K | |
| 4 |
Oneok
OKE
|
+$677K |
| 5 |
Applovin
APP
|
+$573K |
Top Sells
| 1 | +$1.49M | |
| 2 | +$1.45M | |
| 3 | +$1.28M | |
| 4 |
Armstrong World Industries
AWI
|
+$1.16M |
| 5 |
Arista Networks
ANET
|
+$693K |
Sector Composition
| 1 | Technology | 27.05% |
| 2 | Financials | 24.88% |
| 3 | Consumer Discretionary | 20.95% |
| 4 | Communication Services | 6.07% |
| 5 | Industrials | 4.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Moelis & Co
MC
$4.7B
| $1.96M | 1.1% |
27,550
+100
|
|
||
27
Amazon
AMZN
$2.51T
| $1.91M | 1.07% |
8,690
-841
|
|
||
28
Blackrock
BLK
$161B
| $1.9M | 1.06% |
1,631
-7
|
|
||
29
Norfolk Southern
NSC
$65.5B
| $1.82M | 1.02% |
6,067
+204
|
|
||
30
Applied Materials
AMAT
$211B
| $1.75M | 0.98% |
8,527
-341
|
|
||
31
Corning
GLW
$71.8B
| $1.5M | 0.84% |
18,345
+625
|
|
||
32
Oracle
ORCL
$573B
| $1.48M | 0.83% |
5,261
-878
|
|
||
33
Johnson & Johnson
JNJ
$495B
| $1.46M | 0.81% |
7,864
+412
|
|
||
34
American Tower
AMT
$82.3B
| $1.45M | 0.81% |
7,564
-157
|
|
||
35
Eli Lilly
LLY
$936B
| $1.4M | 0.78% |
1,835
-55
|
|
||
36
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
| $1.33M | 0.74% |
13,281
-1,617
|
|
||
37
Chevron
CVX
$300B
| $1.28M | 0.71% |
8,213
+383
|
|
||
38
Air Products & Chemicals
APD
$57.2B
| $1.27M | 0.71% |
4,661
-56
|
|
||
39
Franco-Nevada
FNV
$39.2B
| $1.23M | 0.69% |
5,535
-30
|
|
||
40
Philip Morris
PM
$241B
| $1.19M | 0.67% |
7,355
-27
|
|
||
41
Cisco
CSCO
$304B
| $1.19M | 0.66% |
17,330
-416
|
|
||
42
Loews
L
$22B
| $1.18M | 0.66% |
11,748
+35
|
|
||
43
Nu Holdings
NU
$85.3B
| $1.11M | 0.62% |
69,500
|
|
||
44
Cincinnati Financial
CINF
$25.6B
| $1.08M | 0.6% |
6,823
+478
|
|
||
45
Altria Group
MO
$98.7B
| $1.07M | 0.6% |
16,161
+903
|
|
||
46
Walt Disney
DIS
$187B
| $1.06M | 0.59% |
9,253
-387
|
|
||
47
Agnico Eagle Mines
AEM
$85.2B
| $1.05M | 0.59% |
6,244
+5
|
|
||
48
WillScot Mobile Mini Holdings
WSC
$3.65B
| $1.04M | 0.58% |
49,200
+730
|
|
||
49
Cogent Communications
CCOI
$982M
| $1.03M | 0.58% |
26,873
-1,329
|
|
||
50
Dominion Energy
D
$51.5B
| $1.02M | 0.57% |
16,707
-67
|
|