SWM
SilverOak Wealth Management Portfolio holdings
AUM
$533M
This Quarter Return
+10.96%
1 Year Return
+15.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+15%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
75.2%
Holding
119
New
21
Increased
53
Reduced
17
Closed
1
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$4.95M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.18M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.65M |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
$1.5M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$886K |
Top Sells
| 1 |
3M
MMM
|
$615K |
| 2 |
Rockwell Automation
ROK
|
$432K |
| 3 |
Johnson & Johnson
JNJ
|
$221K |
| 4 |
Solventum
SOLV
|
$164K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$114K |
Sector Composition
| 1 | Industrials | 3.25% |
| 2 | Technology | 2.43% |
| 3 | Materials | 1.51% |
| 4 | Communication Services | 1.27% |
| 5 | Consumer Staples | 0.99% |
