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
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.71M
2 +$5.8M
3 +$5.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.12M
5
NVDA icon
NVIDIA
NVDA
+$5.02M

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
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$215K 0.15%
+3,770