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Gwen Wilmeth

@Segment Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.467BTotal holdings262
Assets growth rate0.82%Assets growth rate (2-Q avg)4.09%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Segment Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 262 positions.

Assets under management

The assets under management (AUM) of Segment Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.467B in assets, with a quarterly growth rate of 0.82% and a 2-quarter average growth rate of 4.09%. The portfolio is managed by Gwen Wilmeth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTWOVanguard Scottsdale Fds
Recent Activity
Exited
0%
$7.756M
86,792 shares@ $89.36 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$2.689M
7,006 shares@ $383.83 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.671M
2,047 shares@ $816.09 avg price
IBDQIshares Tr
Recent Activity
Exited
0%
$1.578M
62,878 shares@ $25.11 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$967,873
41,863 shares@ $23.13 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$922,058
44,652 shares@ $20.65 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$836,175
5,429 shares@ $154.03 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$794,004
7,656 shares@ $103.72 avg price
IBMMIshares Tr
Recent Activity
Exited
0%
$510,255
19,550 shares@ $26.1 avg price
DGDollar Gen Corp New
Recent Activity
Exited
0%
$315,277
3,728 shares@ $84.58 avg price