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
$64.1M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$776K
3
+$459K
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$309K
5
VTV icon
Vanguard Value ETF
VTV
+$263K

Top Sells

1
+$2.27M
2
+$230K
3
+$4.58K
4
MSFT icon
Microsoft
MSFT
+$2.11K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$1.2K

Sector Composition

1 Energy 1.95%
2 Materials 1.09%
3 Technology 0.79%
4 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.5K 0.07%
91,740
27
– –
-4,295
28
– –
-10,375
1
2