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
51
$551K 0.45%
3,177
+232
52
$546K 0.45%
10,115
+588
53
$545K 0.44%
2,789
+150
54
$536K 0.44%
8,196
+438
55
$534K 0.44%
11,741
+665
56
$529K 0.43%
3,960
+300
57
$521K 0.43%
25,160
58
$511K 0.42%
19,820
-5,744
59
$509K 0.42%
7,481
-320
60
$474K 0.39%
5,178
61
$470K 0.38%
816
+141
62
$460K 0.38%
1,797
+130
63
$457K 0.37%
8,435
64
$402K 0.33%
4,244
+293
65
$395K 0.32%
1,530
66
$391K 0.32%
3,548
+142
67
$389K 0.32%
4,373
68
$388K 0.32%
14,940
69
$376K 0.31%
1,388
+334
70
$371K 0.3%
8,824
-365
71
$368K 0.3%
17,025
+2
72
$362K 0.3%
3,061
+709
73
$354K 0.29%
2,329
-25
74
$351K 0.29%
899
+126
75
$336K 0.27%
18,625
1 2
3
4 5