SPW
Surience Private Wealth Portfolio holdings
AUM
$106M
This Quarter Return
+3.81%
1 Year Return
+51.55%
3 Year Return
+158.99%
5 Year Return
–
10 Year Return
–
AUM
$77.8M
AUM Growth
+$77.8M
(-26%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-36.63%
Top 10 Holdings %
Top 10 Hldgs %
60.44%
Holding
45
New
15
Increased
6
Reduced
3
Closed
18
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$5.32M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.29M |
| 3 |
ProShares Short QQQ
PSQ
|
$5.22M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$5.21M |
| 5 |
Apple
AAPL
|
$4.01M |
Top Sells
| 1 |
SPDR S&P Retail ETF
XRT
|
$13.7M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$13.6M |
| 3 |
iShares Russell Top 200 Value ETF
IWX
|
$8.01M |
| 4 |
KeyCorp
KEY
|
$4.28M |
| 5 |
Phillips 66
PSX
|
$4.08M |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Communication Services | 10.13% |
| 3 | Healthcare | 5.13% |
| 4 | Financials | 4.77% |
| 5 | Energy | 4.55% |
