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SWMG
Stillwater Wealth Management Group Portfolio holdings
AUM
$162M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$162M
AUM Growth
+$14.3M
(+9.7%)
Holding
79
Top Buys
| 1 | +$1.64M | |
| 2 | +$1.28M | |
| 3 | +$1.03M | |
| 4 |
Goldman Sachs
GS
|
+$963K |
| 5 |
NextEra Energy
NEE
|
+$875K |
Top Sells
| 1 | +$800K | |
| 2 | +$714K | |
| 3 | +$386K | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$371K |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$363K |
Sector Composition
| 1 | Technology | 13.18% |
| 2 | Healthcare | 9.85% |
| 3 | Consumer Staples | 8.94% |
| 4 | Financials | 8.68% |
| 5 | Consumer Discretionary | 8.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mastercard
MA
$428B
| $228K | 0.14% |
456
+20
|
|
||
77
Kinder Morgan
KMI
$71.8B
| $219K | 0.14% |
+6,538
|
|
||
|
78
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
| – | – |
-3,935
|
|
||
|
VPU
79
Vanguard Utilities ETF
VPU
$8.65B
| – | – |
-4,326
|
|