SWM

Sendero Wealth Management Portfolio holdings

AUM $853M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$96.8M
2
+$14.9M
3
+$9.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.22M
5
META icon
Meta Platforms (Facebook)
META
+$6.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.01%
2 Communication Services 10.78%
3 Financials 9.93%
4 Healthcare 4.43%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.14%
+5,465
77
$279K 0.12%
+9,305
78
$250K 0.11%
+527
79
$238K 0.11%
+2,725
80
$217K 0.1%
+2,330
81
$201K 0.09%
+6,191
1 2 3
4