SAM
Selway Asset Management Portfolio holdings
AUM
$242M
1-Year Est. Return
7.68%
1 Year Est. Return
+7.68%
AUM
$242M
AUM Growth
-$12M
(-4.7%)
Holding
79
Top Buys
| 1 | +$4.85M | |
| 2 | +$1.06M | |
| 3 | +$1,000K | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$867K |
| 5 |
GameStop
GME
|
+$368K |
Top Sells
| 1 | +$2.27M | |
| 2 | +$2.17M | |
| 3 | +$869K | |
| 4 |
Wells Fargo
WFC
|
+$761K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$707K |
Sector Composition
| 1 | Technology | 30.31% |
| 2 | Financials | 14.39% |
| 3 | Industrials | 12.05% |
| 4 | Healthcare | 9.5% |
| 5 | Consumer Discretionary | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Carvana
CVNA
$53.1B
| – | – |
-1,000
|
|
||
77
Jack in the Box
JACK
$365M
| – | – |
-4,900
|
|
||
78
Strategy Inc
MSTR
$49.3B
| – | – |
-3,000
|
|
||
79
NVIDIA
NVDA
$4.37T
| – | – |
-2,000
|
|