SWM
Salvus Wealth Management Portfolio holdings
AUM
$179M
1-Year Est. Return
20.73%
1 Year Est. Return
+20.73%
AUM
$171M
AUM Growth
+$11.8M
(+7.4%)
Holding
131
Top Buys
| 1 | +$1.16M | |
| 2 | +$1,000K | |
| 3 | +$471K | |
| 4 |
Chubb
CB
|
+$466K |
| 5 |
Emerson Electric
EMR
|
+$423K |
Top Sells
| 1 | +$2.73M | |
| 2 | +$533K | |
| 3 | +$480K | |
| 4 |
UnitedHealth
UNH
|
+$444K |
| 5 |
Comcast
CMCSA
|
+$375K |
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
Rocky Mountain Chocolate Factory
RMCF
$12.9M
| $21.7K | 0.01% |
15,395
|
|
||
127
United Parcel Service
UPS
$73.2B
| – | – |
-4,363
|
|
||
|
128
UnitedHealth
UNH
$323B
| – | – |
-848
|
|
||
129
Gartner
IT
$17.9B
| – | – |
-502
|
|
||
130
International Flavors & Fragrances
IFF
$16.3B
| – | – |
-3,863
|
|
||
131
DuPont de Nemours
DD
$33.3B
| – | – |
-3,493
|
|