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
$72.8M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$6.06M
3
+$2.96M
4
NANR icon
SPDR S&P North American Natural Resources ETF
NANR
+$2.74M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$1.86M

Top Sells

1
+$6.25M
2
+$2.64M
3
+$2.14M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.14M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.73M

Sector Composition

1 Energy 1.61%
2 Materials 0.03%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-77,231
27
– –
-21,794
28
– –
-24,532
1
2