SWM

Stapp Wealth Management Portfolio holdings

AUM $74.4M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.9M
AUM Growth
+$790K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$2.82M
3
+$2.05M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$959K
5
DTAN
Sparkline International Intangible Value ETF
DTAN
+$952K

Top Sells

1
+$17.5M
2
+$986K
3
+$309K
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$299K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$290K

Sector Composition

1 Energy 2.26%
2 Materials 1.84%
3 Technology 0.39%
4 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,671
27
– –
-1,335
28
– –
-1,178
29
– –
-347,373
30
– –
-1,555
31
– –
-5,948
1
2