SWM

Stapp Wealth Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.4M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$212K
3
+$209K
4
ORR
Militia Long/Short Equity ETF
ORR
+$195K
5
VABS icon
Virtus Newfleet ABS/MBS ETF
VABS
+$170K

Top Sells

1
+$1.52M
2
+$1.52M
3
+$77K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$37.2K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$9.38K

Sector Composition

1 Materials 2.8%
2 Energy 2%
3 Technology 0.97%
4 Healthcare 0.32%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.43%
3,180
27
$274K 0.37%
+8,362
28
$236K 0.32%
+3,643
29
$235K 0.32%
254
30
$206K 0.28%
2,133
31
$137K 0.18%
19,105
32
$87.6K 0.12%
91,740
33
– –
-11,252
1
2