SWM

Salvus Wealth Management Portfolio holdings

AUM $172M
1-Year Est. Return 21.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.64%
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
+$614K
2
+$533K
3
+$364K
4
SCHW icon
Charles Schwab
SCHW
+$356K
5
PYPL icon
PayPal
PYPL
+$237K

Top Sells

1
+$583K
2
+$504K
3
+$416K
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
1 2 3 4
5