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
101
$157K 0.06%
+378
102
$157K 0.06%
+1,657
103
$155K 0.06%
+1,502
104
$155K 0.06%
+5,358
105
$150K 0.06%
+3,177
106
$150K 0.06%
+2,646
107
$147K 0.06%
+670
108
$146K 0.06%
+1,060
109
$143K 0.06%
+1,200
110
$143K 0.06%
+237
111
$132K 0.05%
+200
112
$131K 0.05%
+3,255
113
$130K 0.05%
+2,183
114
$127K 0.05%
+1,404
115
$125K 0.05%
+3,000
116
$123K 0.05%
+354
117
$121K 0.05%
+1,254
118
$118K 0.05%
+876
119
$107K 0.04%
+792
120
$102K 0.04%
+505
121
$101K 0.04%
+4,420
122
$101K 0.04%
+500
123
$100K 0.04%
+946
1 2 3 4
5