SWM
Schwallier Wealth Management Portfolio holdings
AUM
$164M
This Quarter Return
+6.69%
1 Year Return
+8.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.19%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.32% |
| 2 | Consumer Discretionary | 0.54% |
| 3 | Real Estate | 0.21% |
| 4 | Communication Services | 0.19% |
| 5 | Materials | 0.17% |
