SWM

Scissortail Wealth Management Portfolio holdings

AUM $459M
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$9.16M
3
+$2.18M
4
MSFT icon
Microsoft
MSFT
+$968K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$691K

Top Sells

1
+$8.71M
2
+$8.4M
3
+$280K
4
NKE icon
Nike
NKE
+$267K
5
CELH icon
Celsius Holdings
CELH
+$250K

Sector Composition

1 Technology 12.64%
2 Energy 7.2%
3 Financials 5.21%
4 Industrials 4.19%
5 Healthcare 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.91M 1.25%
14,253
+308
27
$4.86M 1.24%
12,581
-67
28
$4.77M 1.22%
132,581
+1,836
29
$4.49M 1.14%
36,237
+250
30
$4.33M 1.1%
19,156
+654
31
$4.33M 1.1%
29,608
+1,176
32
$4.29M 1.09%
104,046
+1,346
33
$4.05M 1.03%
60,940
+294
34
$3.98M 1.01%
20,260
+336
35
$3.93M 1%
31,850
+1,880
36
$3.89M 0.99%
99,284
+2,737
37
$3.78M 0.96%
79,635
+2,278
38
$3.68M 0.94%
14,266
+404
39
$3.55M 0.9%
85,530
+1,225
40
$3.46M 0.88%
137,252
+1,104
41
$3.3M 0.84%
41,915
+1,118
42
$3.12M 0.79%
16,128
+46
43
$3.08M 0.78%
48,877
-792
44
$2.9M 0.74%
54,737
+89
45
$2.87M 0.73%
125,209
-816
46
$2.79M 0.71%
27,304
+291
47
$2.2M 0.56%
5,415
+1,699
48
$2.18M 0.56%
+21,700
49
$2.1M 0.53%
44,276
+791
50
$2.03M 0.52%
6,334
+1
1
2
3 4 5