SPW

Surience Private Wealth Portfolio holdings

AUM $88.4M
1-Year Est. Return 41.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.4M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.24M
3
+$7.44M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.37M
5
PXD
Pioneer Natural Resource Co.
PXD
+$3.72M

Top Sells

1
+$8.6M
2
+$4.28M
3
+$3.36M
4
FNF icon
Fidelity National Financial
FNF
+$1.7M
5
COF icon
Capital One
COF
+$1.5M

Sector Composition

1 Energy 8.92%
2 Consumer Staples 7.82%
3 Materials 7.52%
4 Technology 4.33%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-38,917
1
2