SWM
Shakespeare Wealth Management Portfolio holdings
AUM
$375M
This Quarter Return
+6.03%
1 Year Return
+12.25%
3 Year Return
+35.24%
5 Year Return
+53.72%
10 Year Return
–
AUM
$185M
AUM Growth
+$185M
(+6.8%)
Cap. Flow
+$552K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
77
New
4
Increased
18
Reduced
24
Closed
3
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.7% |
| 2 | Consumer Staples | 1.95% |
| 3 | Industrials | 1.49% |
| 4 | Utilities | 1.31% |
| 5 | Consumer Discretionary | 1.07% |