SWM
Salvus Wealth Management Portfolio holdings
AUM $159M
AUM
$159M
AUM Growth
+$2.71M (+2%)
Cap. Flow
+$8.64M
Cap. Flow % of AUM
5.42%
Top 10 Holdings %Top 10 Hldgs %
34.75%
Holding
128
New
10
Increased
85
Reduced
18
Closed
7
Top Buys
| 1 | $1.97M | |
| 2 | $1.91M | |
| 3 | $1.56M | |
| 4 | $1.14M | |
| 5 | $659K |
Top Sells
| 1 | $1.1M | |
| 2 | $843K | |
| 3 | $754K | |
| 4 | $514K | |
| 5 | $469K |
Sector Composition
| 1 | Financials | 28.09% |
| 2 | Technology | 21.88% |
| 3 | Consumer Discretionary | 20.08% |
| 4 | Communication Services | 7.4% |
| 5 | Industrials | 4.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -497 | Closed | – | |||
| $0 | 0% | 0 -2,049 | Closed | – | |||
| $0 | 0% | 0 -4,791 | Closed | – |
