Terri A. Sewell
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-17. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +3.1% | +3.4% | -0.3% |
| 1 month | -5.4% | +1.4% | -6.7% |
| 1 quarter | +15.6% | +12.2% | +3.5% |
| Year to date | +10.8% | +10.3% | +0.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-17). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-11 | -$555K – $360K |
| 2023 | 2024-08-13 | -$555K – $360K |
| 2022 | 2023-08-13 | -$590K – $310K |
| 2021 | 2022-08-13 | -$485K – $460K |