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
$864M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Sells

1 +$9.83M
2 +$8.42M
3 +$8.03M
4
BX icon
Blackstone
BX
+$7.15M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$4.09M

Sector Composition

1 Financials 18.01%
2 Technology 15.13%
3 Healthcare 9.32%
4 Industrials 8.03%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,192
227
-24,500
228
-159,725
229
-8,386
230
-14,339
231
-8,220