SWM
Stockman Wealth Management Portfolio holdings
AUM
$806M
1-Year Est. Return
12.1%
1 Year Est. Return
+12.1%
AUM
$806M
AUM Growth
+$69.9M
(+9.5%)
Holding
183
Top Buys
| 1 | +$6.63M | |
| 2 | +$2.02M | |
| 3 | +$1.43M | |
| 4 |
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
|
+$1.08M |
| 5 |
United Parcel Service
UPS
|
+$1.01M |
Top Sells
| 1 | +$1.45M | |
| 2 | +$1.25M | |
| 3 | +$776K | |
| 4 |
Caterpillar
CAT
|
+$733K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$650K |
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Financials | 9.32% |
| 3 | Healthcare | 6.88% |
| 4 | Industrials | 6.7% |
| 5 | Consumer Discretionary | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Deere & Co
DE
$137B
| – | – |
-433
|
|
||
177
Ecolab
ECL
$77.9B
| – | – |
-873
|
|
||
178
iShares MSCI EAFE ETF
EFA
$73.2B
| – | – |
-13,969
|
|
||
|
179
iShares Russell 2000 ETF
IWM
$75.9B
| – | – |
-3,012
|
|
||
180
Transocean
RIG
$4.8B
| – | – |
-11,000
|
|
||
181
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
| – | – |
-4,978
|
|
||
|
AIO
182
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$799M
| – | – |
-8,131
|
|
||
183
3M
MMM
$90B
| – | – |
-1,489
|
|