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SWMG

Stillwater Wealth Management Group Portfolio holdings

AUM $162M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.42M
3
+$5.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.89M
5
COST icon
Costco
COST
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.15%
2 Healthcare 10.17%
3 Consumer Discretionary 9.83%
4 Financials 9.25%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.34%
+1,941
52
$417K 0.29%
+3,175
53
$391K 0.27%
+820
54
$375K 0.26%
+2,024
55
$369K 0.26%
+8,740
56
$350K 0.25%
+2,255
57
$344K 0.24%
+11,600
58
$337K 0.24%
+13,225
59
$319K 0.22%
+1,700
60
$317K 0.22%
+2,247
61
$314K 0.22%
+18,300
62
$312K 0.22%
+2,600
63
$308K 0.22%
+2,190
64
$306K 0.21%
+14,975
65
$306K 0.21%
+1,989
66
$304K 0.21%
+1,076
67
$287K 0.2%
+10,495
68
$276K 0.19%
+1,471
69
$273K 0.19%
+1,629
70
$248K 0.17%
+436
71
$246K 0.17%
+2,485
72
$245K 0.17%
+4,900
73
$244K 0.17%
+1,129
74
$223K 0.16%
+6,138
75
$222K 0.16%
+2,778
1 2
3
4