We are live on ! Find out more
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
$41.7M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$937K
3
+$668K
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$368K
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$101K

Top Sells

1
+$987K
2
+$891K
3
+$208K
4
CRSP icon
CRISPR Therapeutics
CRSP
+$181K
5
SLV icon
iShares Silver Trust
SLV
+$136K

Sector Composition

1 Technology 0.73%
2 Materials 0.05%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-35
52
– –
-42
53
– –
-12
54
– –
-19
55
– –
-35
56
– –
-45
57
– –
-192
58
– –
-65
59
– –
-379
60
– –
-180
61
– –
-1,577
62
– –
-105
63
– –
-900
64
– –
-473
65
– –
-26
66
– –
-2,139
67
– –
-42
68
– –
-16
69
– –
-52
70
– –
-184
71
– –
-47
72
– –
-260
73
– –
-175
74
– –
-150
75
– –
-1
1 2
3
4 5