SWM

Stapp Wealth Management Portfolio holdings

AUM $69.5M
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.08M
3
+$3.44M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.58M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.67%
2 Energy 0.84%
3 Healthcare 0.69%
4 Consumer Staples 0.58%
5 Financials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55K 0.16%
+2,139
27
$55K 0.16%
+1,269
28
$54K 0.16%
+893
29
$45K 0.13%
+473
30
$44K 0.13%
+431
31
$44K 0.13%
+1,283
32
$44K 0.13%
+330
33
$44K 0.13%
+503
34
$42K 0.12%
+294
35
$42K 0.12%
+1,155
36
$40K 0.12%
+1,500
37
$38K 0.11%
+184
38
$34K 0.1%
+4,556
39
$33K 0.1%
+411
40
$33K 0.1%
+920
41
$28K 0.08%
+100
42
$27K 0.08%
+260
43
$26K 0.08%
+625
44
$25K 0.07%
+617
45
$25K 0.07%
+610
46
$24K 0.07%
+1,577
47
$24K 0.07%
+571
48
$23K 0.07%
+379
49
$19K 0.06%
+116
50
$19K 0.06%
+200
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