SWM
Scissortail Wealth Management Portfolio holdings
AUM
$416M
1-Year Return
14.62%
This Quarter Return
+7.89%
1 Year Return
+14.62%
3 Year Return
+61.98%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$189M
(+149%)
Cap. Flow
+$179M
Cap. Flow
% of AUM
56.84%
Top 10 Holdings %
Top 10 Hldgs %
36.33%
Holding
162
New
116
Increased
39
Reduced
4
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$16.4M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$11M |
| 3 |
Chubb
CB
|
$8.06M |
| 4 |
Eaton
ETN
|
$7.75M |
| 5 |
Marathon Petroleum
MPC
|
$7.21M |
Top Sells
Sector Composition
| 1 | Technology | 17.23% |
| 2 | Financials | 11.82% |
| 3 | Energy | 8.41% |
| 4 | Healthcare | 8.37% |
| 5 | Communication Services | 5.72% |
