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
$171M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.05M
3
+$463K
4
FND icon
Floor & Decor
FND
+$460K
5
GLW icon
Corning
GLW
+$376K

Top Sells

1
+$2.54M
2
+$558K
3
+$480K
4
UNH icon
UnitedHealth
UNH
+$444K
5
CMCSA icon
Comcast
CMCSA
+$363K

Sector Composition

1 Financials 26.72%
2 Technology 24.85%
3 Consumer Discretionary 21.13%
4 Communication Services 5.62%
5 Industrials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.7K 0.01%
15,395
127
– –
-8,348
128
– –
-3,863
129
– –
-502
130
– –
-848
131
– –
-4,363
2 3 4 5
6