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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
101
$315K 0.23%
5,062
102
$311K 0.23%
947
+19
103
$307K 0.23%
6,985
-193
104
$278K 0.2%
2,943
-86
105
$273K 0.2%
3,248
+248
106
$270K 0.2%
2,000
107
$269K 0.2%
718
108
$265K 0.19%
1,665
-20
109
$262K 0.19%
2,291
+1
110
$261K 0.19%
1,252
-252
111
$252K 0.19%
4,211
+116
112
$247K 0.18%
925
113
$243K 0.18%
1,761
114
$241K 0.18%
2,300
115
$241K 0.18%
+541
116
$241K 0.18%
526
117
$239K 0.18%
3,252
+7
118
$238K 0.17%
2,978
119
$234K 0.17%
2,456
-100
120
$231K 0.17%
3,149
+1
121
$231K 0.17%
305
122
$227K 0.17%
1,313
+1
123
$227K 0.17%
+1,834
124
$224K 0.16%
473
+1
125
$213K 0.16%
1,109
-23
2 3 4
5
6