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
$259M
AUM Growth
-$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.03M
3
+$842K
4
FELC icon
Fidelity Enhanced Large Cap Core ETF
FELC
+$747K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$688K

Top Sells

1
+$1.97M
2
+$991K
3
+$392K
4
SCHQ icon
Schwab Long-Term US Treasury ETF
SCHQ
+$374K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$366K

Sector Composition

1 Technology 16.19%
2 Consumer Staples 7.4%
3 Healthcare 5.19%
4 Energy 4.78%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
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