SWMG

Stillwater Wealth Management Group Portfolio holdings

AUM $143M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$4.15M
3
+$3.98M
4
COST icon
Costco
COST
+$3.91M
5
AMZN icon
Amazon
AMZN
+$3.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.49%
2 Healthcare 12.13%
3 Consumer Staples 10.59%
4 Consumer Discretionary 9.78%
5 Financials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.35%
+1,871
52
$390K 0.35%
+3,299
53
$365K 0.33%
+2,526
54
$338K 0.3%
+1,505
55
$313K 0.28%
+7,839
56
$310K 0.28%
+11,330
57
$298K 0.27%
+14,800
58
$295K 0.26%
+1,162
59
$284K 0.26%
+13,250
60
$283K 0.25%
+1,824
61
$257K 0.23%
+2,835
62
$252K 0.23%
+11,083
63
$247K 0.22%
+458
64
$242K 0.22%
+2,429
65
$236K 0.21%
+1,792
66
$230K 0.21%
+436
67
$207K 0.19%
+1,055
68
$17.3K 0.02%
+10,000
1 2
3