SWM

Salvus Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 23.99%
This Quarter Est. Return
1 Year Est. Return
+23.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.26M
3
+$859K
4
SCHW icon
Charles Schwab
SCHW
+$817K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$794K

Top Sells

1
+$2.62M
2
+$1.46M
3
+$906K
4
D icon
Dominion Energy
D
+$276K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$221K

Sector Composition

1 Financials 23.53%
2 Consumer Discretionary 21.09%
3 Technology 16.86%
4 Consumer Staples 10.47%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.17%
+1,240
102
$129K 0.1%
+27,000
103
$123K 0.1%
24,274
+2,137
104
$48.7K 0.04%
13,193
105
– –
-2,606
106
– –
-40,911
107
– –
-2,613
108
– –
-14,664
1 2 3 4
5