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
$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
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
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