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
76
$330K 0.27%
4,685
77
$328K 0.27%
6,333
78
$324K 0.26%
1,454
+344
79
$308K 0.25%
495
+95
80
$303K 0.25%
7,275
+1,205
81
$285K 0.23%
457
82
$280K 0.23%
2,235
83
$266K 0.22%
832
+49
84
$266K 0.22%
1,459
+78
85
$266K 0.22%
766
+196
86
$254K 0.21%
+890
87
$249K 0.2%
1,284
+133
88
$248K 0.2%
22,923
+1,230
89
$240K 0.2%
+17,736
90
$228K 0.19%
1,917
91
$228K 0.19%
1,680
+40
92
$222K 0.18%
+1,321
93
$220K 0.18%
7,390
+532
94
$220K 0.18%
10,764
95
$212K 0.17%
4,031
-4,035
96
$212K 0.17%
+815
97
$211K 0.17%
+2,624
98
$210K 0.17%
+344
99
$209K 0.17%
903
100
$200K 0.16%
340
-5
1 2 3
4
5