SWM

Stockman Wealth Management Portfolio holdings

AUM $806M
1-Year Est. Return 12.1%
This Quarter Est. Return
1 Year Est. Return
+12.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$501M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$6.38M
3
+$2.24M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$848K

Top Sells

1
+$7.06M
2
+$1.37M
3
+$1.22M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$960K

Sector Composition

1 Technology 16.08%
2 Financials 10.51%
3 Healthcare 7.96%
4 Consumer Staples 7.58%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-50,000
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