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
$130M
AUM Growth
+$6.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$698K
2 +$575K
3 +$385K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$365K
5
PYPL icon
PayPal
PYPL
+$232K

Top Sells

1 +$615K
2 +$504K
3 +$440K
4
TRV icon
Travelers Companies
TRV
+$389K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$297K

Sector Composition

1 Financials 24.8%
2 Consumer Discretionary 22.6%
3 Technology 17.35%
4 Communication Services 9.1%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$90.3K 0.07%
+14,571
102
$43K 0.03%
13,193
103
-2,868
104
-1,752
105
-2,269
106
-2,700