SWM

Silverlake Wealth Management Portfolio holdings

AUM $445M
1-Year Est. Return 17.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.83%
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 +$13.6M
2 +$8.75M
3 +$5.28M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.37M
5
HD icon
Home Depot
HD
+$3.24M

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
$82.5K 0.04%
+15,000
227
$80.3K 0.04%
+11,470
228
$66.1K 0.04%
+10,627
229
$54K 0.03%
+10,607
230
$3.56K ﹤0.01%
+200