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
$511M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$5.28M
2 +$3.39M
3 +$3.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.67M
5
VTV icon
Vanguard Value ETF
VTV
+$1.98M

Top Sells

1 +$5.33M
2 +$3.31M
3 +$3.22M
4
LVS icon
Las Vegas Sands
LVS
+$2.94M
5
AAPL icon
Apple
AAPL
+$1.69M

Sector Composition

1 Financials 16.66%
2 Technology 11.99%
3 Industrials 7.09%
4 Healthcare 6.91%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,000
202
-16,825
203
-8,186
204
-49,729
205
-71,736
206
-4,610
207
-6,860