SWM
Stockman Wealth Management Portfolio holdings
AUM
$736M
This Quarter Return
+17.88%
1 Year Return
+11.38%
3 Year Return
+50.59%
5 Year Return
+95.54%
10 Year Return
+167.07%
AUM
$267M
AUM Growth
+$267M
(+18%)
Cap. Flow
+$7.64M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
28.76%
Holding
172
New
14
Increased
49
Reduced
54
Closed
6
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.41M |
| 2 |
Otis Worldwide
OTIS
|
$1.21M |
| 3 |
Carrier Global
CARR
|
$962K |
| 4 |
Occidental Petroleum
OXY
|
$954K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$633K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$712K |
| 2 |
Apple
AAPL
|
$594K |
| 3 |
Microsoft
MSFT
|
$525K |
| 4 |
AbbVie
ABBV
|
$491K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$439K |
Sector Composition
| 1 | Healthcare | 14.39% |
| 2 | Technology | 14.23% |
| 3 | Financials | 9.24% |
| 4 | Consumer Staples | 8.84% |
| 5 | Energy | 8.52% |
