SWM

Salvus Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 21.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$926K
3
+$710K
4
NVDA icon
NVIDIA
NVDA
+$668K
5
SSNC icon
SS&C Technologies
SSNC
+$480K

Top Sells

1
+$1.49M
2
+$1.38M
3
+$1.19M
4
AWI icon
Armstrong World Industries
AWI
+$1.1M
5
ANET icon
Arista Networks
ANET
+$612K

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
51
$1.01M 0.56%
11,897
+311
52
$996K 0.56%
+3,018
53
$971K 0.54%
7,664
+413
54
$971K 0.54%
14,560
+36
55
$969K 0.54%
5,274
-22
56
$966K 0.54%
4,399
-14
57
$961K 0.54%
3,825
-17
58
$938K 0.52%
2,749
-547
59
$889K 0.5%
5,984
-737
60
$867K 0.48%
1,524
-60
61
$865K 0.48%
17,150
-953
62
$860K 0.48%
17,544
-71
63
$806K 0.45%
1,323
-6
64
$782K 0.44%
3,312
-104
65
$779K 0.44%
4,230
+285
66
$770K 0.43%
8,087
+36
67
$729K 0.41%
993
+3
68
$677K 0.38%
+9,275
69
$663K 0.37%
10,057
-33
70
$649K 0.36%
2,326
+5
71
$624K 0.35%
4,267
+262
72
$596K 0.33%
3,742
-189
73
$593K 0.33%
13,225
-644
74
$582K 0.33%
4,347
-766
75
$574K 0.32%
8,493
-69
1 2
3
4 5