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 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