SWM

SK Wealth Management Portfolio holdings

AUM $231M
This Quarter Return
-3.2%
1 Year Return
+10.04%
3 Year Return
5 Year Return
10 Year Return
AUM
$186M
AUM Growth
-$10.1M
Cap. Flow
+$9.98M
Cap. Flow %
5.36%
Top 10 Hldgs %
68.92%
Holding
78
New
7
Increased
42
Reduced
20
Closed
5
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.28M0.68% 13,168
+633
+5%
+$61.3K
$1.24M0.66% 24,988
-1,804
-7%
-$89.2K
$1.17M0.63% 37,393
+199
+0.5%
+$6.21K
$1.16M0.62%
+47,675
New
+$1.16M
$1.07M0.57% 25,330
-1,379
-5%
-$58.1K
$1.06M0.57% 45,500
$1.04M0.56% 39,119
+7,021
+22%
+$187K
$1.04M0.56% 6,215
+84
+1%
+$14.1K
$1.03M0.55% 12,037
+211
+2%
+$18.1K
$981K0.53% 22,200
+1,018
+5%
+$45K
$856K0.46% 11,579
-68
-0.6%
-$5.03K
$780K0.42% 19,866
-2,344
-11%
-$92K
$725K0.39% 3,360
+9
+0.3%
+$1.94K
$699K0.38% 6,597
+17
+0.3%
+$1.8K
$696K0.37% 1,457
$671K0.36% 25,511
+475
+2%
+$12.5K
$614K0.33% 25,814
-335
-1%
-$7.97K
$595K0.32% 21,681
+95
+0.4%
+$2.61K
$489K0.26% 3,362
$485K0.26% 3,843
+18
+0.5%
+$2.27K
$438K0.24% 2,397
-683
-22%
-$125K
$413K0.22% 1,817
-109
-6%
-$24.8K
$402K0.22% 4,261
+10
+0.2%
+$943
$391K0.21% 1,666
-121
-7%
-$28.4K
$390K0.21% 285