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
$159M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.01M
3
+$1.62M
4
FND icon
Floor & Decor
FND
+$1.33M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$658K

Top Sells

1
+$1.21M
2
+$876K
3
+$665K
4
MC icon
Moelis & Co
MC
+$621K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$594K

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 Change
in Stake 		Capital Flow
126
– –
-497
127
– –
-2,049
128
– –
-4,791
2 3 4 5
6