SWM
Stapp Wealth Management Portfolio holdings
AUM
$69.5M
This Quarter Return
+7.33%
1 Year Return
+14%
3 Year Return
+26.4%
5 Year Return
–
10 Year Return
–
AUM
$41.7M
AUM Growth
+$41.7M
(+22%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
10.87%
Top 10 Holdings %
Top 10 Hldgs %
88.69%
Holding
115
New
–
Increased
8
Reduced
8
Closed
96
Top Buys
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$983K |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$918K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$216K |
| 4 |
CRISPR Therapeutics
CRSP
|
$181K |
| 5 |
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% |
