SPWM

Schrum Private Wealth Management Portfolio holdings

AUM $136M
1-Year Est. Return 17.8%
This Quarter Est. Return
1 Year Est. Return
+17.8%
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
+$1.63M
2
+$1.16M
3
+$936K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$850K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$740K

Top Sells

1
+$9.24M
2
+$5.13M
3
+$2.74M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.03M
5
ACN icon
Accenture
ACN
+$1.96M

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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