SWM
Sendero Wealth Management Portfolio holdings
AUM
$902M
1-Year Est. Return
22.69%
1 Year Est. Return
+22.69%
AUM
$902M
AUM Growth
+$48.8M
(+5.7%)
Holding
202
Top Buys
| 1 | +$17M | |
| 2 | +$4.46M | |
| 3 | +$4.15M | |
| 4 |
Targa Resources
TRGP
|
+$4.05M |
| 5 |
Paycom
PAYC
|
+$3.37M |
Top Sells
| 1 | +$4.93M | |
| 2 | +$3.67M | |
| 3 | +$3.33M | |
| 4 |
ConocoPhillips
COP
|
+$2.7M |
| 5 |
Airbnb
ABNB
|
+$1.89M |
Sector Composition
| 1 | Technology | 15.87% |
| 2 | Financials | 7.47% |
| 3 | Communication Services | 7.17% |
| 4 | Healthcare | 5.73% |
| 5 | Consumer Discretionary | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
nVent Electric
NVT
$18.2B
| – | – |
-3,156
|
|
||
202
Wendy's
WEN
$1.58B
| – | – |
-13,865
|
|