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
$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
State Street Industrial Select Sector SPDR ETF
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
101
$1K ﹤0.01%
+42
102
$1K ﹤0.01%
+12
103
$1K ﹤0.01%
+19
104
$1K ﹤0.01%
+35
105
$1K ﹤0.01%
+26
106
$1K ﹤0.01%
+4
107
$1K ﹤0.01%
+12
108
$1K ﹤0.01%
+33
109
$0 ﹤0.01%
+40
110
$0 ﹤0.01%
+175
111
$0 ﹤0.01%
+1
112
$0 ﹤0.01%
+23
113
$0 ﹤0.01%
+1
114
$0 ﹤0.01%
+1
115
$0 ﹤0.01%
+5
1 2 3 4
5