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
$307M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.68M
3 +$2.65M
4
TSM icon
TSMC
TSM
+$2.34M
5
TXN icon
Texas Instruments
TXN
+$2.31M

Top Sells

1 +$2.56M
2 +$2.33M
3 +$2.22M
4
INTC icon
Intel
INTC
+$2M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.97M

Sector Composition

1 Energy 14.06%
2 Technology 12.72%
3 Financials 10.93%
4 Consumer Staples 7.18%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,000