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
76
$692K 0.18%
3,140
77
$670K 0.17%
4,060
+349
78
$659K 0.17%
1,143
-36
79
$650K 0.17%
15,304
80
$641K 0.16%
17,967
81
$551K 0.14%
31,354
82
$506K 0.13%
8,029
83
$505K 0.13%
+13,976
84
$490K 0.12%
6,010
-100
85
$488K 0.12%
6,204
-131
86
$473K 0.12%
1,630
87
$459K 0.12%
507
+58
88
$447K 0.11%
526
-60
89
$432K 0.11%
7,375
90
$360K 0.09%
714
91
$347K 0.09%
2,216
92
$326K 0.08%
1,269
+310
93
$323K 0.08%
500
94
$304K 0.08%
+2,294
95
$293K 0.07%
1,707
+328
96
$288K 0.07%
8,600
-55
97
$280K 0.07%
1,627
98
$273K 0.07%
1,280
+184
99
$267K 0.07%
715
100
$265K 0.07%
+16,329
2 3
4
5 6