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
$582M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.47M
3
+$3.31M
4
BAC icon
Bank of America
BAC
+$3.31M
5
AMD icon
Advanced Micro Devices
AMD
+$3.12M

Top Sells

1
+$4.88M
2
+$3.63M
3
+$3.43M
4
ACN icon
Accenture
ACN
+$2.95M
5
HLT icon
Hilton Worldwide
HLT
+$2.69M

Sector Composition

1 Technology 17.86%
2 Financials 10.98%
3 Communication Services 7.31%
4 Energy 5.41%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.04%
+5,226
152
$210K 0.04%
+1,232
153
$205K 0.04%
+499
154
$202K 0.03%
+1,036
155
$99.5K 0.02%
12,000
156
$8.02K ﹤0.01%
+10,000
157
– –
-2,052
158
– –
-4,770
159
– –
-2,612
3 4 5 6
7