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
$260M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$8.26M
3
+$6.56M
4
RLY icon
State Street Multi-Asset Real Return ETF
RLY
+$6.41M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.2M

Top Sells

1
+$42.5M
2
+$13.1M
3
+$9.27M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$6.45M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$4.98M

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
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