SWM

Stapp Wealth Management Portfolio holdings

AUM $77.7M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$6.03M
2
+$2.87M
3
+$2.78M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.62M
5
VIS icon
Vanguard Industrials ETF
VIS
+$1.84M

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
State Street Utilities Select Sector SPDR ETF
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
– –
-49,064
1
2