SWM

Silverlake Wealth Management Portfolio holdings

AUM $407M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$9.83M
3 +$5.81M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.56M
5
HD icon
Home Depot
HD
+$3.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.88%
2 Consumer Staples 8.79%
3 Healthcare 8.57%
4 Consumer Discretionary 6.35%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$89.8K 0.05%
+12,241
227
$82.5K 0.04%
+15,000
228
$80.3K 0.04%
+11,470
229
$66.1K 0.04%
+10,627
230
$54K 0.03%
+10,607
231
$23.8K 0.01%
+10,000
232
$3.56K ﹤0.01%
+200