SAM

Selway Asset Management Portfolio holdings

AUM $242M
1-Year Est. Return 7.68%
This Quarter Est. Return
1 Year Est. Return
+7.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.69M
3
+$2.46M
4
QCOM icon
Qualcomm
QCOM
+$1.14M
5
CI icon
Cigna
CI
+$363K

Top Sells

1
+$5.65M
2
+$4.4M
3
+$3.15M
4
AAP icon
Advance Auto Parts
AAP
+$2.55M
5
WFC.PRW
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu
WFC.PRW
+$863K

Sector Composition

1 Technology 34.71%
2 Healthcare 14.37%
3 Financials 10.72%
4 Consumer Discretionary 10.2%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-11,000
77
– –
-11,000
1 2 3
4