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
$127M
AUM Growth
+$5.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$8.65M
3
+$7.59M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$5.75M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$3.87M

Top Sells

1
+$7.55M
2
+$5.96M
3
+$5.58M
4
MPC icon
Marathon Petroleum
MPC
+$4.35M
5
ETN icon
Eaton
ETN
+$4.2M

Sector Composition

1 Technology 13.88%
2 Energy 9.1%
3 Financials 8.65%
4 Communication Services 6.72%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-20,030
52
– –
-56,438
53
– –
-1,200
54
– –
-35,613
55
– –
-54,356
56
– –
-40,172
57
– –
-271,188
1 2
3