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
$112M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.02M
2 +$1M
3 +$453K
4
THO icon
Thor Industries
THO
+$380K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$344K

Top Sells

1 +$2.67M
2 +$478K
3 +$340K
4
ORLY icon
O'Reilly Automotive
ORLY
+$304K
5
NKE icon
Nike
NKE
+$258K

Sector Composition

1 Financials 26.87%
2 Consumer Discretionary 17.29%
3 Technology 15.5%
4 Communication Services 12.04%
5 Consumer Staples 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-908
102
-828
103
-876
104
-159,310