SWM
Scissortail Wealth Management Portfolio holdings
AUM
$416M
1-Year Return
14.62%
This Quarter Return
+8.66%
1 Year Return
+14.62%
3 Year Return
+61.98%
5 Year Return
–
10 Year Return
–
AUM
$379M
AUM Growth
+$63M
(+20%)
Cap. Flow
+$51.3M
Cap. Flow
% of AUM
13.55%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
215
New
56
Increased
10
Reduced
45
Closed
103
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$45.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.2M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$11.7M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$9.2M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$8.87M |
Top Sells
| 1 |
Apple
AAPL
|
$14.2M |
| 2 |
JPMorgan Chase
JPM
|
$6.84M |
| 3 |
AbbVie
ABBV
|
$4.47M |
| 4 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
$4.34M |
| 5 |
Chubb
CB
|
$3.63M |
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Energy | 7.98% |
| 3 | Financials | 5.26% |
| 4 | Healthcare | 4.36% |
| 5 | Industrials | 4.28% |
