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
$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
Industrial Select Sector SPDR Fund
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
1
$5.89M 17.19%
+59,184
2
$4.08M 11.9%
+40,168
3
$3.44M 10.02%
+68,311
4
$2.58M 7.52%
+31,146
5
$2.51M 7.33%
+76,169
6
$2.46M 7.18%
+154,648
7
$2.08M 6.06%
+55,243
8
$1.92M 5.6%
+62,831
9
$1.9M 5.53%
+46,199
10
$1.81M 5.27%
+27,591
11
$1.5M 4.39%
+49,543
12
$487K 1.42%
+6,030
13
$420K 1.22%
+4,586
14
$332K 0.97%
+16,728
15
$297K 0.87%
+1,276
16
$278K 0.81%
+16,269
17
$215K 0.63%
+14,110
18
$181K 0.53%
+2,776
19
$136K 0.4%
+7,780
20
$120K 0.35%
+254
21
$117K 0.34%
+784
22
$107K 0.31%
+900
23
$85K 0.25%
+3,797
24
$82K 0.24%
+1,335
25
$57K 0.17%
+175
1
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