SPW
Surience Private Wealth Portfolio holdings
AUM
$106M
This Quarter Return
+10.56%
1 Year Return
+51.55%
3 Year Return
+158.99%
5 Year Return
–
10 Year Return
–
AUM
$97.8M
AUM Growth
+$97.8M
(+26%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
20.2%
Top 10 Holdings %
Top 10 Hldgs %
74.17%
Holding
42
New
15
Increased
3
Reduced
4
Closed
15
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$12.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$12.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
$7.16M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$5.35M |
| 5 |
PayPal
PYPL
|
$4.23M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$5.32M |
| 2 |
ProShares Short QQQ
PSQ
|
$5.22M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$5.21M |
| 4 |
Uber
UBER
|
$4.24M |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$4.22M |
Sector Composition
| 1 | Technology | 16.19% |
| 2 | Consumer Staples | 4.89% |
| 3 | Financials | 4.32% |
| 4 | Materials | 4.15% |
| 5 | Industrials | 4.1% |
