SWM

Salvus Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$5.15M
3 +$4.19M
4
CMCSA icon
Comcast
CMCSA
+$4.13M
5
PGR icon
Progressive
PGR
+$3.52M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.11%
2 Consumer Discretionary 16.91%
3 Consumer Staples 14.58%
4 Technology 12.81%
5 Communication Services 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.25%
+2,560
77
$222K 0.24%
+3,165
78
$220K 0.24%
+400
79
$210K 0.23%
+4,627
80
$206K 0.22%
+1,570
81
$92K 0.1%
+40,020