SWM
Stockman Wealth Management Portfolio holdings
AUM $675M
AUM
$675M
AUM Growth
+$36.7M (+6%)
Cap. Flow
+$54.5M
Cap. Flow % of AUM
8.07%
Top 10 Holdings %Top 10 Hldgs %
36.01%
Holding
176
New
11
Increased
75
Reduced
48
Closed
10
Top Buys
| 1 | $28M | |
| 2 | $19.3M | |
| 3 | $16.8M | |
| 4 | $6.68M | |
| 5 | $6.53M |
Top Sells
| 1 | $15.1M | |
| 2 | $14.6M | |
| 3 | $11.9M | |
| 4 | $6.56M | |
| 5 | $1.23M |
Sector Composition
| 1 | Technology | 14.4% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 7.44% |
| 4 | Industrials | 6.84% |
| 5 | Consumer Discretionary | 6.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -8,966 | Closed | – |
