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
$160M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$887K
2 +$505K
3 +$410K
4
AXON icon
Axon Enterprise
AXON
+$249K
5
WYNN icon
Wynn Resorts
WYNN
+$245K

Sector Composition

1 Technology 15.42%
2 Healthcare 10.37%
3 Consumer Staples 10.3%
4 Energy 6.4%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-17,273