SWM

Silverlake Wealth Management Portfolio holdings

AUM $445M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$886K
2
+$740K
3
+$731K
4
MBB icon
iShares MBS ETF
MBB
+$666K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$564K

Top Sells

1
+$961K
2
+$942K
3
+$910K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$568K
5
SILA
Sila Realty Trust
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%
Name Market Value Portfolio Weight Shares or Principal Change
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