SMWM

Silvia McColl Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$306K
3 +$238K
4
ORCL icon
Oracle
ORCL
+$212K
5
USB icon
US Bancorp
USB
+$209K

Sector Composition

1 Technology 13.05%
2 Energy 7.63%
3 Financials 6.14%
4 Consumer Staples 3.92%
5 Industrials 3.44%