SWM

Scissortail Wealth Management Portfolio holdings

AUM $439M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$16.2M
3
+$11.7M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$9.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.87M

Top Sells

1
+$14.2M
2
+$6.84M
3
+$4.47M
4
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$4.34M
5
CB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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