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
$842M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$2.11M
3 +$1.76M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M
5
XOM icon
Exxon Mobil
XOM
+$1.15M

Sector Composition

1 Financials 16.42%
2 Technology 15.61%
3 Healthcare 7.11%
4 Industrials 5.7%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,848
227
-1,900
228
-1,474
229
-63,570