SPW

Surience Private Wealth Portfolio holdings

AUM $106M
1-Year Est. Return 55.32%
This Quarter Est. Return
1 Year Est. Return
+55.32%
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 +$11.8M
2 +$7.93M
3 +$7.29M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.49M
5
PXD
Pioneer Natural Resource Co.
PXD
+$3.49M

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