test

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
IBMRIshares Tr
Recent Activity
New Position
0.02%
$242,806
9,720 shares@ $24.99 avg price
IBMSIshares Tr
Recent Activity
New Position
0.02%
$240,714
9,490 shares@ $25.37 avg price
IBMQIshares Tr
Recent Activity
New Position
0.02%
$239,210
9,500 shares@ $25.18 avg price
SHOPShopify Inc
Recent Activity
New Position
0.02%
$237,116
2,230 shares@ $106.34 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
0.02%
$235,775
3,420 shares@ $68.95 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.02%
$212,652
4,400 shares@ $48.33 avg price
DLRDigital Rlty Tr Inc
Recent Activity
New Position
0.02%
$208,185
1,174 shares@ $177.33 avg price