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
$101M
AUM Growth
-$915K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$794K
3 +$226K
4
YUMC icon
Yum China
YUMC
+$206K
5
IEV icon
iShares Europe ETF
IEV
+$200K

Top Sells

1 +$3.12M
2 +$1.54M
3 +$847K
4
ISRG icon
Intuitive Surgical
ISRG
+$259K
5
SCHW icon
Charles Schwab
SCHW
+$218K

Sector Composition

1 Technology 13.99%
2 Energy 11.22%
3 Financials 4.82%
4 Healthcare 4.7%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,627
102
-2,623
103
-14,563
104
-977
105
-477
106
-34,451