SWR
Spahn Wealth & Retirement Portfolio holdings
AUM
$152M
1 Year Est. Return
–
AUM
$152M
AUM Growth
–
Holding
31
Top Buys
| 1 | +$26.7M | |
| 2 | +$15.1M | |
| 3 | +$13.1M | |
| 4 |
Axon Enterprise
AXON
|
+$8.18M |
| 5 |
Tesla
TSLA
|
+$7.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30.44% |
| 2 | Consumer Discretionary | 13.09% |
| 3 | Communication Services | 8.21% |
| 4 | Industrials | 5.36% |
| 5 | Financials | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Express
AXP
$248B
| $445K | 0.29% |
+1,500
|
|
||
27
Ameriprise Financial
AMP
$42B
| $423K | 0.28% |
+795
|
|
||
28
Walmart
WMT
$815B
| $370K | 0.24% |
+4,098
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.05T
| $301K | 0.2% |
+664
|
|
||
30
Apollo Global Management
APO
$74.7B
| $281K | 0.18% |
+1,700
|
|
||
31
Lennar Class A
LEN
$31B
| $259K | 0.17% |
+1,963
|
|