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
$57.3M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$529K
3 +$526K
4
TFPN icon
Blueprint Chesapeake Multi-Asset Trend ETF
TFPN
+$395K
5
AGI icon
Alamos Gold
AGI
+$254K

Top Sells

1 +$2.86M
2 +$2.55M
3 +$2.05M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$481K
5
URA icon
Global X Uranium ETF
URA
+$454K

Sector Composition

1 Energy 2.34%
2 Materials 0.89%
3 Technology 0.5%
4 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-9,317