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 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
101
-23
102
-571
103
-100
104
-116
105
-1,335
106
-31
107
-784
108
-1
109
-411
110
-47
111
-787
112
-33
113
-125
114
-296
115
-875