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
$131M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$635K
3 +$597K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$542K
5
SGI
Somnigroup International
SGI
+$517K

Top Sells

1 +$480K
2 +$423K
3 +$407K
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$296K
5
BEN icon
Franklin Resources
BEN
+$257K

Sector Composition

1 Financials 28.19%
2 Technology 18.09%
3 Consumer Discretionary 15.61%
4 Communication Services 12.43%
5 Consumer Staples 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,191
102
-17,454
103
-4,550
104
-7,045
105
-7,664