SIP

Sellwood Investment Partners Portfolio holdings

AUM $251M
1-Year Est. Return 9.49%
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$5.08M
3 +$2.79M
4
BND icon
Vanguard Total Bond Market
BND
+$2.76M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.6M

Top Sells

1 +$854K
2 +$510K
3 +$229K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$26.7K
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$14.9K

Sector Composition

1 Financials 0.74%
2 Healthcare 0.15%
3 Consumer Discretionary 0.14%
4 Technology 0.1%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
51
NVIDIA
NVDA
$4.93T
$50.4K 0.02%
+270
MSFT icon
52
Microsoft
MSFT
$3.85T
$49.2K 0.02%
+95
CAT icon
53
Caterpillar
CAT
$270B
$35.3K 0.01%
+74
AAPL icon
54
Apple
AAPL
$4T
$34.4K 0.01%
135
+71
IBM icon
55
IBM
IBM
$287B
$28.2K 0.01%
+100
AMZN icon
56
Amazon
AMZN
$2.61T
$27K 0.01%
+123
COLM icon
57
Columbia Sportswear
COLM
$2.72B
$25.8K 0.01%
+494
VGLT icon
58
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
$22.5K 0.01%
395
+4
MDT icon
59
Medtronic
MDT
$116B
$20.6K 0.01%
+216
META icon
60
Meta Platforms (Facebook)
META
$1.63T
$20.6K 0.01%
+28
COST icon
61
Costco
COST
$404B
$19.4K 0.01%
+21
MRK icon
62
Merck
MRK
$215B
$18K 0.01%
215
+15
LIN icon
63
Linde
LIN
$196B
$16.1K 0.01%
+34
IVV icon
64
iShares Core S&P 500 ETF
IVV
$677B
$14.1K 0.01%
21
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$157B
$11.3K ﹤0.01%
129
GIS icon
66
General Mills
GIS
$24.9B
$10.1K ﹤0.01%
+201
WFC icon
67
Wells Fargo
WFC
$274B
$8.8K ﹤0.01%
+105
PG icon
68
Procter & Gamble
PG
$351B
$7.84K ﹤0.01%
+51
UNP icon
69
Union Pacific
UNP
$131B
$7.8K ﹤0.01%
+33
XOM icon
70
Exxon Mobil
XOM
$482B
$6.99K ﹤0.01%
+62
SCHE icon
71
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$6.56K ﹤0.01%
197
JNJ icon
72
Johnson & Johnson
JNJ
$455B
$6.12K ﹤0.01%
+33
INTC icon
73
Intel
INTC
$191B
$5.07K ﹤0.01%
+151
JPM icon
74
JPMorgan Chase
JPM
$847B
$4.1K ﹤0.01%
+13
MA icon
75
Mastercard
MA
$496B
$3.41K ﹤0.01%
+6