SWM
Silverlake Wealth Management Portfolio holdings
AUM
$340M
1-Year Return
15.85%
This Quarter Return
+9.59%
1 Year Return
+15.85%
3 Year Return
+53.06%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.64%
Holding
232
New
232
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$14.1M |
| 2 |
Apple
AAPL
|
$9.83M |
| 3 |
Procter & Gamble
PG
|
$5.81M |
| 4 |
Johnson & Johnson
JNJ
|
$4.56M |
| 5 |
Home Depot
HD
|
$3.53M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.88% |
| 2 | Consumer Staples | 8.79% |
| 3 | Healthcare | 8.57% |
| 4 | Consumer Discretionary | 6.35% |
| 5 | Financials | 5.96% |
