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
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.75%
2 Technology 11.31%
3 Healthcare 5.41%
4 Financials 5.35%
5 Consumer Staples 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.2%
+2,593
102
$201K 0.2%
+1,095
103
$116K 0.11%
+30,000
104
$62.1K 0.06%
+10,000