SWM
Stapp Wealth Management Portfolio holdings
AUM
$69.5M
This Quarter Return
-3.46%
1 Year Return
+14%
3 Year Return
+26.4%
5 Year Return
–
10 Year Return
–
AUM
$34.3M
AUM Growth
–
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.59%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$5.9M |
| 2 |
Vanguard Energy ETF
VDE
|
$4.08M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$3.44M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$2.58M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$2.51M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.67% |
| 2 | Energy | 0.84% |
| 3 | Healthcare | 0.69% |
| 4 | Consumer Staples | 0.58% |
| 5 | Financials | 0.47% |
