SIP
Sellwood Investment Partners Portfolio holdings
AUM
$254M
1-Year Est. Return
11.77%
This Fund
S&P 500
1 Year Est. Return
+11.77%
AUM
$254M
AUM Growth
-$2.27M
(-0.89%)
Holding
60
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.34M | |
| 3 | +$1.26M | |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$893K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$764K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$1.24M | |
| 3 | +$937K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$882K |
| 5 |
Vanguard Total Bond Market
BND
|
+$815K |
Sector Composition
| 1 | Financials | 0.67% |
| 2 | Communication Services | 0.06% |
| 3 | Energy | 0.04% |
| 4 | Healthcare | 0.03% |
| 5 | Industrials | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nike
NKE
$63.8B
| $15.6K | 0.01% |
296
|
|
||
52
Linde
LIN
$228B
| $13.9K | 0.01% |
28
|
|
||
53
Home Depot
HD
$311B
| $13.2K | 0.01% |
40
|
|
||
54
iShares Core MSCI EAFE ETF
IEFA
$178B
| $11.7K | ﹤0.01% |
129
|
|
||
55
Exxon Mobil
XOM
$639B
| $10.5K | ﹤0.01% |
62
|
|
||
56
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
| $8.85K | ﹤0.01% |
269
|
|
||
57
Schwab US REIT ETF
SCHH
$9.85B
| $3.05K | ﹤0.01% |
142
|
|
||
58
iShares Russell Mid-Cap ETF
IWR
$52.4B
| $2.33K | ﹤0.01% |
24
|
|
||
59
iShares Russell 2000 ETF
IWM
$76.8B
| $1.24K | ﹤0.01% |
5
|
|
||
60
Wells Fargo
WFC
$242B
| – | – |
-105
|
|