SWM
Scissortail Wealth Management Portfolio holdings
AUM
$416M
1-Year Est. Return
14.62%
1 Year Est. Return
+14.62%
AUM
$389M
AUM Growth
-$1.35M
(-0.35%)
Holding
131
Top Buys
| 1 | +$11.9M | |
| 2 | +$9.92M | |
| 3 | +$4.53M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$4.52M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$4.14M |
Top Sells
| 1 | +$5.98M | |
| 2 | +$5.64M | |
| 3 | +$4.59M | |
| 4 |
FT Vest US Equity Deep Buffer ETF December
DDEC
|
+$3.87M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$3.79M |
Sector Composition
| 1 | Technology | 10.25% |
| 2 | Energy | 6.45% |
| 3 | Financials | 6.12% |
| 4 | Healthcare | 4.82% |
| 5 | Industrials | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
S&P Global
SPGI
$144B
| – | – |
-511
|
|
||
127
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-3,299
|
|
||
128
Texas Instruments
TXN
$161B
| – | – |
-1,206
|
|
||
129
US Energy Corp
USEG
$42M
| – | – |
-45,000
|
|
||
130
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-1,879
|
|
||
131
iShares Core Dividend Growth ETF
DGRO
$35.3B
| – | – |
-92,003
|
|