SWM
Silverlake Wealth Management Portfolio holdings
AUM
$340M
1-Year Return
15.85%
This Quarter Return
+0.31%
1 Year Return
+15.85%
3 Year Return
+53.06%
5 Year Return
–
10 Year Return
–
AUM
$261M
AUM Growth
+$2.07M
(+0.8%)
Cap. Flow
+$3.85M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
25.14%
Holding
275
New
9
Increased
117
Reduced
99
Closed
15
Top Buys
Top Sells
| 1 |
iShares US Insurance ETF
IAK
|
$841K |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$578K |
| 3 |
Microsoft
MSFT
|
$425K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$357K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
$332K |
Sector Composition
| 1 | Technology | 14.65% |
| 2 | Consumer Staples | 7.59% |
| 3 | Healthcare | 5.67% |
| 4 | Energy | 5.09% |
| 5 | Financials | 4.61% |
