SWIA
Solano Wealth Investment Advisors Portfolio holdings
AUM
$195M
This Quarter Return
+1.2%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.27%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Healthcare | 0.95% |
2 | Technology | 0.79% |
3 | Communication Services | 0.49% |
4 | Financials | 0.48% |
5 | Industrials | 0.32% |