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
$326M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$4.56M
2 +$4.26M
3 +$3.38M
4
USO icon
United States Oil Fund
USO
+$2.33M
5
NWE icon
NorthWestern Energy
NWE
+$2.32M

Top Sells

1 +$3.3M
2 +$2.05M
3 +$1.67M
4
DOW icon
Dow Inc
DOW
+$1.38M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.21M

Sector Composition

1 Technology 14.79%
2 Healthcare 13.27%
3 Financials 10.23%
4 Consumer Staples 10.06%
5 Energy 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-30,139