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
$327M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$3.33M
3 +$1.92M
4
ANET icon
Arista Networks
ANET
+$1.89M
5
BAC icon
Bank of America
BAC
+$1.81M

Top Sells

1 +$4.52M
2 +$1.87M
3 +$1.69M
4
CATH icon
Global X S&P 500 Catholic Values ETF
CATH
+$1.07M
5
ORLY icon
O'Reilly Automotive
ORLY
+$982K

Sector Composition

1 Technology 18.03%
2 Financials 11.7%
3 Communication Services 7.58%
4 Consumer Discretionary 5.79%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$153K 0.05%
16,374
+2,077
102
-3,595
103
-17,460
104
-24,434
105
-4,185
106
-1,541
107
-23,105
108
-1,083
109
-839