SPWM

Schrum Private Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.84M
3 +$1.44M
4
JPM icon
JPMorgan Chase
JPM
+$1.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.16M

Top Sells

1 +$15.4K
2 +$8.15K
3 +$5.97K
4
SBUX icon
Starbucks
SBUX
+$2.01K

Sector Composition

1 Technology 17.94%
2 Healthcare 7.98%
3 Consumer Staples 5.88%
4 Financials 5.65%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$216K 0.2%
+526
127
$215K 0.19%
+1,489
128
$212K 0.19%
+873
129
$208K 0.19%
+999
130
$206K 0.19%
+3,715
131
$201K 0.18%
+548
132
$201K 0.18%
+2,978