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
$207M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$3.5M
3 +$1.02M
4
CWH icon
Camping World
CWH
+$696K
5
PMF
PIMCO Municipal Income Fund
PMF
+$686K

Top Sells

1 +$2.85M
2 +$1.33M
3 +$1.26M
4
WFC icon
Wells Fargo
WFC
+$523K
5
JOE icon
St. Joe Company
JOE
+$505K

Sector Composition

1 Technology 32.39%
2 Healthcare 14.19%
3 Financials 13.34%
4 Industrials 9.86%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-200