SWM

Scissortail Wealth Management Portfolio holdings

AUM $416M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.02M
2 +$5.96M
3 +$5.1M
4
ETN icon
Eaton
ETN
+$4.2M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$4.02M

Top Sells

1 +$8.74M
2 +$6.87M
3 +$4.25M
4
APD icon
Air Products & Chemicals
APD
+$3.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.37M

Sector Composition

1 Financials 11.07%
2 Communication Services 6.79%
3 Industrials 6.66%
4 Technology 6.29%
5 Energy 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,849