SWM
Sandro Wealth Management Portfolio holdings
AUM
$125M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$125M
AUM Growth
+$4.09M
(+3.4%)
Holding
102
Top Buys
| 1 | +$1.97M | |
| 2 | +$929K | |
| 3 | +$455K | |
| 4 |
Microsoft
MSFT
|
+$444K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$441K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.52M | |
| 3 | +$1.21M | |
| 4 |
SPDR Gold Trust
GLD
|
+$535K |
| 5 |
Verizon
VZ
|
+$231K |
Sector Composition
| 1 | Technology | 26.84% |
| 2 | Financials | 11.43% |
| 3 | Industrials | 10.04% |
| 4 | Healthcare | 9.95% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
SPDR Gold Trust
GLD
$152B
| – | – |
-1,350
|
|
||
|
102
Verizon
VZ
$202B
| – | – |
-5,680
|
|