SWM

Salvus Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 20.73%
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$653K
3
+$610K
4
THO icon
Thor Industries
THO
+$556K
5
AMZN icon
Amazon
AMZN
+$286K

Top Sells

1
+$1.47M
2
+$276K
3
+$212K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$195K
5
FAST icon
Fastenal
FAST
+$148K

Sector Composition

1 Financials 25.95%
2 Technology 16.67%
3 Consumer Discretionary 16.56%
4 Communication Services 12.72%
5 Consumer Staples 12.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.17%
35,235
+1,815
27
$1.35M 1.1%
1,128
+57
28
$1.19M 0.97%
1,415
+72
29
$1.17M 0.96%
27,267
+871
30
$997K 0.81%
13,656
+700
31
$978K 0.8%
17,976
+563
32
$898K 0.73%
5,561
+308
33
$877K 0.72%
4,561
+353
34
$872K 0.71%
17,690
+967
35
$847K 0.69%
4,173
+296
36
$837K 0.68%
12,067
+631
37
$806K 0.66%
1,208
+64
38
$775K 0.63%
4,720
+1,740
39
$768K 0.63%
3,210
+193
40
$736K 0.6%
13,812
+631
41
$691K 0.56%
3,020
+222
42
$672K 0.55%
3,688
+254
43
$656K 0.54%
5,836
+324
44
$653K 0.53%
+5,071
45
$627K 0.51%
3,250
+251
46
$617K 0.5%
8,208
+442
47
$583K 0.48%
10,818
48
$569K 0.46%
14,296
-265
49
$554K 0.45%
4,848
+250
50
$552K 0.45%
5,444
+330
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