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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
$118M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.17M
3
+$892K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$877K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$761K

Top Sells

1
+$9.29M
2
+$5.19M
3
+$2.73M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.04M
5
ACN icon
Accenture
ACN
+$2M

Sector Composition

1 Technology 19.61%
2 Financials 6.15%
3 Healthcare 6.07%
4 Consumer Staples 4.87%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
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