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
51
$2.01M 0.51%
84,401
-765
52
$2.01M 0.51%
23,834
+257
53
$1.86M 0.47%
12,307
+499
54
$1.8M 0.46%
16,870
+149
55
$1.78M 0.45%
24,765
-230
56
$1.59M 0.4%
14,889
-76
57
$1.58M 0.4%
17,176
-169
58
$1.53M 0.39%
25,927
+135
59
$1.46M 0.37%
41,186
+144
60
$1.43M 0.37%
56,586
-1,049
61
$1.43M 0.36%
53,840
-990
62
$1.41M 0.36%
56,975
-780
63
$1.14M 0.29%
50,299
-538
64
$1.06M 0.27%
5,780
65
$997K 0.25%
18,620
+32
66
$995K 0.25%
1,989
-72
67
$979K 0.25%
2,220
+120
68
$957K 0.24%
22,727
+1
69
$946K 0.24%
6,045
-4
70
$929K 0.24%
3,122
71
$883K 0.22%
4,845
+270
72
$783K 0.2%
6,805
+1,603
73
$737K 0.19%
6,905
-729
74
$714K 0.18%
2,721
+298
75
$695K 0.18%
3,000
1 2
3
4 5