SWM
Stapp Wealth Management Portfolio holdings
AUM
$74.4M
1-Year Est. Return
17.35%
1 Year Est. Return
+17.35%
AUM
$74.4M
AUM Growth
+$4.95M
(+7.1%)
Holding
33
Top Buys
| 1 | +$1.43M | |
| 2 | +$274K | |
| 3 | +$236K | |
| 4 |
ORR
Militia Long/Short Equity ETF
ORR
|
+$199K |
| 5 |
Virtus Newfleet ABS/MBS ETF
VABS
|
+$169K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$1.52M | |
| 3 | +$85.9K | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$41.5K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$9.48K |
Sector Composition
| 1 | Materials | 2.8% |
| 2 | Energy | 2% |
| 3 | Technology | 0.97% |
| 4 | Healthcare | 0.32% |
| 5 | Consumer Staples | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.87B
| $316K | 0.43% |
3,180
|
|
||
|
B
27
Barrick Mining
B
$55.8B
| $274K | 0.37% |
+8,362
|
|
||
28
CRISPR Therapeutics
CRSP
$5.82B
| $236K | 0.32% |
+3,643
|
|
||
29
Costco
COST
$406B
| $235K | 0.32% |
254
|
|
||
30
iShares 7-10 Year Treasury Bond ETF
IEF
$38.7B
| $206K | 0.28% |
2,133
|
|
||
|
NGD
31
New Gold Inc
NGD
$5.85B
| $137K | 0.18% |
19,105
|
|
||
|
IAUX
32
i-80 Gold Corp
IAUX
$791M
| $87.6K | 0.12% |
91,740
|
|
||
33
Health Care Select Sector SPDR Fund
XLV
$35.5B
| – | – |
-11,252
|
|