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
76
$5K 0.01%
+192
77
$5K 0.01%
+47
78
$5K 0.01%
+100
79
$4K 0.01%
+39
80
$4K 0.01%
+75
81
$4K 0.01%
+59
82
$4K 0.01%
+1,000
83
$4K 0.01%
+84
84
$3K 0.01%
+172
85
$3K 0.01%
+32
86
$2K 0.01%
+27
87
$2K 0.01%
+180
88
$2K 0.01%
+45
89
$2K 0.01%
+65
90
$2K 0.01%
+49
91
$2K 0.01%
+125
92
$2K 0.01%
+58
93
$2K 0.01%
+7
94
$2K 0.01%
+28
95
$1K ﹤0.01%
+18
96
$1K ﹤0.01%
+54
97
$1K ﹤0.01%
+27
98
$1K ﹤0.01%
+35
99
$1K ﹤0.01%
+35
100
$1K ﹤0.01%
+42
1 2 3
4
5