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
$98.5M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12M
3
+$12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.95M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$5.75M

Top Sells

1
+$10.4M
2
+$3.6M
3
+$3.51M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.97M
5
ETN icon
Eaton
ETN
+$1.8M

Sector Composition

1 Technology 13.01%
2 Consumer Discretionary 8.19%
3 Communication Services 4.3%
4 Materials 4.04%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-23,671
27
– –
-67,834
28
– –
-8,433
29
– –
-13,198
30
– –
-19,406
1
2