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
$105M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$699K
3 +$694K
4
FND icon
Floor & Decor
FND
+$677K
5
NFLX icon
Netflix
NFLX
+$310K

Top Sells

1 +$2.74M
2 +$282K
3 +$230K
4
META icon
Meta Platforms (Facebook)
META
+$222K
5
ZTS icon
Zoetis
ZTS
+$209K

Sector Composition

1 Financials 24.88%
2 Consumer Discretionary 19.42%
3 Technology 16.64%
4 Communication Services 10.94%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,218