SWM

Stapp Wealth Management Portfolio holdings

AUM $74.4M
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
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
+$947K
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
+$100K

Top Sells

1
+$983K
2
+$918K
3
+$216K
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
76
– –
-50
77
– –
-49
78
– –
-150
79
– –
-1,000
80
– –
-23
81
– –
-571
82
– –
-100
83
– –
-1,335
84
– –
-31
85
– –
-784
86
– –
-1
87
– –
-411
88
– –
-47
89
– –
-787
90
– –
-33
91
– –
-125
92
– –
-296
93
– –
-875
94
– –
-20
95
– –
-1
96
– –
-7,780
97
– –
-160
98
– –
-58
99
– –
-172
100
– –
-3,797
1 2 3
4
5