SWM

Stapp Wealth Management Portfolio holdings

AUM $77.7M
1-Year Est. Return 24.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.51%
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
+$937K
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
+$101K

Top Sells

1
+$987K
2
+$891K
3
+$208K
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
101
– –
-172
102
– –
-3,797
103
– –
-415
104
– –
-2
105
– –
-5
106
– –
-920
107
– –
-32
108
– –
-110
109
– –
-175
110
– –
-28
111
– –
-200
112
– –
-1,269
113
– –
-84
114
– –
-503
115
– –
-17
1 2 3 4
5