SWM
Silverlake Wealth Management Portfolio holdings
AUM
$340M
This Quarter Return
+10.35%
1 Year Return
+15.85%
3 Year Return
+53.06%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+8.6%)
Cap. Flow
-$313K
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
29.86%
Holding
226
New
20
Increased
92
Reduced
69
Closed
13
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$887K |
| 2 |
American International
AIG
|
$505K |
| 3 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$410K |
| 4 |
Axon Enterprise
AXON
|
$249K |
| 5 |
Wynn Resorts
WYNN
|
$245K |
Top Sells
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 10.37% |
| 3 | Consumer Staples | 10.3% |
| 4 | Energy | 6.4% |
| 5 | Consumer Discretionary | 5.04% |
