SPWM
Schrum Private Wealth Management Portfolio holdings
AUM
$136M
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$136M
AUM Growth
+$11.7M
(+9.4%)
Holding
130
Top Buys
| 1 | +$487K | |
| 2 | +$423K | |
| 3 | +$412K | |
| 4 |
Microsoft
MSFT
|
+$322K |
| 5 |
Tesla
TSLA
|
+$241K |
Top Sells
| 1 | +$262K | |
| 2 | +$222K | |
| 3 | +$209K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$159K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$113K |
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 | |
|---|---|---|---|---|---|---|
126
Starbucks
SBUX
$99.1B
| $213K | 0.16% |
2,519
-350
|
|
||
127
Becton Dickinson
BDX
$55.2B
| $212K | 0.16% |
1,134
-100
|
|
||
128
Cencora
COR
$65B
| $201K | 0.15% |
+644
|
|
||
129
Yum! Brands
YUM
$41.2B
| $201K | 0.15% |
1,320
-50
|
|
||
130
Cigna
CI
$72.2B
| – | – |
-633
|
|