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
$69.5M
AUM Growth
+$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$6.48M
3
+$2.03M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.88M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.71M

Top Sells

1
+$5.59M
2
+$3.1M
3
+$2.83M
4
VDE icon
Vanguard Energy ETF
VDE
+$2.67M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.52M

Sector Composition

1 Materials 1.87%
2 Energy 1.87%
3 Technology 0.9%
4 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 0.36%
254
27
$250K 0.36%
4,295
28
$204K 0.29%
+2,133
29
$94.6K 0.14%
19,105
30
$54.9K 0.08%
91,740
31
– –
-20,604
32
– –
-25,949
33
– –
-19,065
1
2