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SWM

Scissortail Wealth Management Portfolio holdings

AUM $498M
1-Year Est. Return 20.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$5.92M
3
+$5.9M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.87M
5
APD icon
Air Products & Chemicals
APD
+$3.49M

Top Sells

1
+$6.24M
2
+$5.99M
3
+$5.76M
4
JPM icon
JPMorgan Chase
JPM
+$4.71M
5
ABBV icon
AbbVie
ABBV
+$3.88M

Sector Composition

1 Technology 15.07%
2 Energy 14.34%
3 Financials 8.37%
4 Communication Services 5.32%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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107
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111
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114
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