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
$153M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$467K
3
+$455K
4
CGGR icon
Capital Group Growth ETF
CGGR
+$424K
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$394K

Top Sells

1
+$686K
2
+$614K
3
+$461K
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$443K
5
T icon
AT&T
T
+$439K

Sector Composition

1 Technology 16.92%
2 Healthcare 10.26%
3 Consumer Staples 10.08%
4 Energy 5.3%
5 Financials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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236
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237
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