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
$137M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$466K
3
+$367K
4
NKE icon
Nike
NKE
+$262K
5
IT icon
Gartner
IT
+$260K

Top Sells

1
+$1.68M
2
+$889K
3
+$474K
4
T icon
AT&T
T
+$220K
5
PYPL icon
PayPal
PYPL
+$212K

Sector Composition

1 Financials 25.61%
2 Technology 17.84%
3 Consumer Discretionary 16.44%
4 Consumer Staples 13.38%
5 Communication Services 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.05%
1,168
+40
27
$1.44M 1.05%
9,279
+293
28
$1.38M 1.01%
1,504
+89
29
$1.14M 0.83%
18,366
+676
30
$1.13M 0.83%
17,902
-74
31
$1.12M 0.82%
4,324
+151
32
$1.08M 0.79%
13,735
+79
33
$1.03M 0.75%
19,789
+9,674
34
$1.03M 0.75%
6,160
+1,440
35
$1.03M 0.75%
12,511
+444
36
$985K 0.72%
3,307
+97
37
$978K 0.71%
5,719
+158
38
$892K 0.65%
4,731
+170
39
$856K 0.63%
4,100
+923
40
$828K 0.61%
5,262
+191
41
$819K 0.6%
5,999
+163
42
$818K 0.6%
3,817
+129
43
$802K 0.59%
1,497
+289
44
$742K 0.54%
3,372
+122
45
$740K 0.54%
25,160
46
$738K 0.54%
14,323
+511
47
$725K 0.53%
3,131
+111
48
$712K 0.52%
2,340
+543
49
$663K 0.48%
5,651
+207
50
$656K 0.48%
20,468
+648
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