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
$181M
AUM Growth
+$3.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.31%
2 Consumer Staples 8.8%
3 Healthcare 7.81%
4 Consumer Discretionary 5.03%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-14,412
252
-107,677