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
101
$154K 0.13%
54,952
+4,013
102
$148K 0.12%
+15,430
103
-1,388