SWM
Stockman Wealth Management Portfolio holdings
AUM
$806M
1-Year Est. Return
12.1%
1 Year Est. Return
+12.1%
AUM
$736M
AUM Growth
+$60.5M
(+9%)
Holding
178
Top Buys
| 1 | +$16.2M | |
| 2 | +$12.8M | |
| 3 | +$11.8M | |
| 4 |
Qualcomm
QCOM
|
+$3.91M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$3.72M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$15.7M | |
| 3 | +$1.24M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$826K |
| 5 |
McKesson
MCK
|
+$396K |
Sector Composition
| 1 | Technology | 15.9% |
| 2 | Financials | 9.52% |
| 3 | Industrials | 7.07% |
| 4 | Healthcare | 6.74% |
| 5 | Consumer Discretionary | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Bristol-Myers Squibb
BMY
$88.2B
| – | – |
-3,657
|
|
||
177
Amgen
AMGN
$159B
| – | – |
-689
|
|
||
178
Vanguard Value ETF
VTV
$146B
| – | – |
-1,217
|
|