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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
51
$749K 0.55%
5,747
+3
52
$709K 0.52%
6,241
53
$693K 0.51%
2,849
+147
54
$679K 0.5%
10,241
-7
55
$674K 0.49%
2,783
-658
56
$655K 0.48%
1,090
+14
57
$651K 0.48%
23,832
+167
58
$646K 0.47%
6,923
+674
59
$616K 0.45%
11,935
+12
60
$573K 0.42%
2,800
-250
61
$573K 0.42%
3,532
+789
62
$572K 0.42%
22,257
+4,407
63
$567K 0.42%
3,319
-36
64
$557K 0.41%
699
-25
65
$550K 0.4%
5,338
+82
66
$525K 0.39%
7,217
+802
67
$525K 0.38%
6,952
-218
68
$505K 0.37%
10,024
-1,106
69
$502K 0.37%
7,724
+2,017
70
$497K 0.36%
14,478
+42
71
$487K 0.36%
+16,015
72
$476K 0.35%
7,730
73
$457K 0.34%
622
74
$449K 0.33%
2,044
+151
75
$445K 0.33%
6,740
+860
1 2
3
4 5