SWM

Segment Wealth Management Portfolio holdings

AUM $1.67B
1-Year Est. Return 23.13%
This Quarter Est. Return
1 Year Est. Return
+23.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$4.61M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.52M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.23M

Top Sells

1 +$3.5M
2 +$3.04M
3 +$2.95M
4
FIW icon
First Trust Water ETF
FIW
+$2.87M
5
IBUY icon
Amplify Online Retail ETF
IBUY
+$2.75M

Sector Composition

1 Financials 17.56%
2 Technology 11.19%
3 Healthcare 6.96%
4 Energy 6.77%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-16,936
227
-4,052
228
-3,725
229
-3,456