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SPWM

Schrum Private Wealth Management Portfolio holdings

AUM $131M
1-Year Est. Return 18.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$395K
3
+$373K
4
MSFT icon
Microsoft
MSFT
+$317K
5
DUK icon
Duke Energy
DUK
+$223K

Top Sells

1
+$266K
2
+$235K
3
+$209K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$151K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$106K

Sector Composition

1 Technology 20.13%
2 Financials 6.87%
3 Healthcare 5.32%
4 Consumer Staples 4.03%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.01%
3,385
+25
27
$1.28M 0.94%
9,268
+8
28
$1.26M 0.93%
6,931
+9
29
$1.2M 0.88%
4,874
-901
30
$1.16M 0.85%
8,248
+79
31
$1.15M 0.84%
20,799
+60
32
$1.11M 0.81%
7,124
-27
33
$1.1M 0.81%
5,088
-21
34
$1.06M 0.78%
5,682
+10
35
$1.02M 0.75%
5,514
+289
36
$990K 0.73%
14,506
37
$988K 0.72%
8,244
-100
38
$937K 0.69%
14,947
39
$925K 0.68%
2,069
40
$923K 0.68%
3,038
+428
41
$915K 0.67%
5,469
+278
42
$894K 0.66%
9,394
-11
43
$886K 0.65%
2,950
+317
44
$866K 0.64%
8,285
+10
45
$850K 0.62%
9,732
+707
46
$833K 0.61%
7,541
+118
47
$811K 0.59%
3,331
48
$807K 0.59%
5,253
+279
49
$775K 0.57%
6,875
+690
50
$774K 0.57%
1,298
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