SWM

Silverlake Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$948K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$742K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$717K

Top Sells

1
+$894K
2
+$844K
3
+$764K
4
KOMP icon
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
+$621K
5
VB icon
Vanguard Small-Cap ETF
VB
+$612K

Sector Composition

1 Technology 18.32%
2 Consumer Staples 9.06%
3 Healthcare 8.85%
4 Financials 5.86%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
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