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
$109M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$527K
2 +$322K
3 +$308K
4
AMAT icon
Applied Materials
AMAT
+$304K
5
GD icon
General Dynamics
GD
+$227K

Top Sells

1 +$3.96M
2 +$533K
3 +$400K
4
Y
Alleghany Corp
Y
+$389K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$326K

Sector Composition

1 Financials 22.48%
2 Consumer Discretionary 19.65%
3 Technology 17.34%
4 Consumer Staples 11.88%
5 Communication Services 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-908
102
-179,902
103
-3,037
104
-2,696