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
$260M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$15.3M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$9.82M
5
MBB icon
iShares MBS ETF
MBB
+$9.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Financials 5.15%
3 Energy 4.83%
4 Consumer Discretionary 4.29%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.08%
+1,844
77
$215K 0.08%
+4,829
78
$214K 0.08%
+400
79
$213K 0.08%
+376
80
$207K 0.08%
+1,602
81
$206K 0.08%
+3,377
82
$201K 0.08%
+4,245
83
$198K 0.08%
+561
84
$191K 0.07%
+500
85
$183K 0.07%
+688
86
$182K 0.07%
+1,000
87
$176K 0.07%
+1,883
88
$176K 0.07%
+1,080
89
$174K 0.07%
+1,300
90
$172K 0.07%
+1,231
91
$170K 0.07%
+634
92
$170K 0.07%
+1,941
93
$168K 0.06%
+252
94
$167K 0.06%
+1,962
95
$166K 0.06%
+3,224
96
$166K 0.06%
+500
97
$163K 0.06%
+2,169
98
$162K 0.06%
+2,761
99
$159K 0.06%
+1,025
100
$158K 0.06%
+2,124
1 2 3
4
5