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
$34.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.08M
3
+$3.44M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.58M
5
GLDM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17K 0.05%
+246
52
$17K 0.05%
+19,105
53
$16K 0.05%
+405
54
$15K 0.04%
+42
55
$15K 0.04%
+150
56
$14K 0.04%
+180
57
$14K 0.04%
+875
58
$12K 0.04%
+133
59
$10K 0.03%
+296
60
$9K 0.03%
+568
61
$9K 0.03%
+52
62
$9K 0.03%
+110
63
$8K 0.02%
+47
64
$8K 0.02%
+150
65
$8K 0.02%
+17
66
$7K 0.02%
+82
67
$7K 0.02%
+105
68
$7K 0.02%
+50
69
$7K 0.02%
+787
70
$7K 0.02%
+160
71
$7K 0.02%
+415
72
$7K 0.02%
+179
73
$6K 0.02%
+80
74
$6K 0.02%
+175
75
$6K 0.02%
+100
1 2
3
4 5