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
$65.4M
AUM Growth
-$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$7.46M
2 +$4.45M
3 +$3.61M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.49M
5
MO icon
Altria Group
MO
+$3.46M

Sector Composition

1 Technology 6.75%
2 Consumer Staples 0%
3 Energy 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-29,999
27
-29,305
28
-15,275