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
$100M
AUM Growth
-$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$1.41M
2 +$625K
3 +$487K
4
AMGN icon
Amgen
AMGN
+$325K
5
ISRG icon
Intuitive Surgical
ISRG
+$254K

Sector Composition

1 Technology 13.47%
2 Energy 11.9%
3 Financials 5.06%
4 Consumer Staples 4.25%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-717
102
-2,518
103
-742
104
-4,000
105
-14,126
106
-2,929
107
-2,738