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
$50.5M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.68M
3 +$395K
4
MSFT icon
Microsoft
MSFT
+$230K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$109K

Top Sells

1 +$24.1M
2 +$1.85M
3 +$305K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$177K
5
VDE icon
Vanguard Energy ETF
VDE
+$60.6K

Sector Composition

1 Energy 2.3%
2 Technology 0.46%
3 Materials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-9,694