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
$137M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$466K
3 +$367K
4
NKE icon
Nike
NKE
+$262K
5
IT icon
Gartner
IT
+$260K

Top Sells

1 +$1.68M
2 +$889K
3 +$474K
4
T icon
AT&T
T
+$220K
5
PYPL icon
PayPal
PYPL
+$212K

Sector Composition

1 Financials 25.61%
2 Technology 17.84%
3 Consumer Discretionary 16.44%
4 Consumer Staples 13.38%
5 Communication Services 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$84K 0.06%
58,415
+3,463
102
$50K 0.04%
+13,193
103
-10,764
104
-815
105
-28,244
106
-5,178