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SPW

Surience Private Wealth Portfolio holdings

AUM $93.2M
1-Year Est. Return 50.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.5M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.39M
3
+$4.36M
4
AAPL icon
Apple
AAPL
+$4.32M
5
NOW icon
ServiceNow
NOW
+$4.02M

Top Sells

1
+$12.6M
2
+$7.05M
3
+$4.38M
4
AVGO icon
Broadcom
AVGO
+$4.17M
5
SHW icon
Sherwin-Williams
SHW
+$4.06M

Sector Composition

1 Technology 21.46%
2 Financials 12.51%
3 Industrials 5.78%
4 Communication Services 5.55%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-15,730
27
– –
-149,484
28
– –
-28,235
29
– –
-2,050
30
– –
-110,608
31
– –
-28,073
32
– –
-213,112
33
– –
-10,647
34
– –
-2,808
35
– –
-28,637
36
– –
-5,988
37
– –
-111,378
38
– –
-1,760
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