SWM
Silverlake Wealth Management Portfolio holdings
AUM
$340M
This Quarter Return
+7.1%
1 Year Return
+15.85%
3 Year Return
+53.06%
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(+8.4%)
Cap. Flow
+$4.96M
Cap. Flow
% of AUM
1.91%
Top 10 Holdings %
Top 10 Hldgs %
26.13%
Holding
299
New
19
Increased
122
Reduced
95
Closed
24
Top Buys
Top Sells
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
$961K |
| 2 |
Intel
INTC
|
$942K |
| 3 |
Apple
AAPL
|
$910K |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$568K |
| 5 |
SILA
Sila Realty Trust, Inc.
SILA
|
$399K |
Sector Composition
| 1 | Technology | 16.07% |
| 2 | Consumer Staples | 8.02% |
| 3 | Healthcare | 6.29% |
| 4 | Consumer Discretionary | 4.89% |
| 5 | Energy | 4.72% |
