SWM

Solano Wealth Management Portfolio holdings

AUM $183M
1-Year Est. Return 14.53%
This Quarter Est. Return
1 Year Est. Return
+14.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$9.34M
3 +$851K
4
TSLA icon
Tesla
TSLA
+$215K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$61.6K

Sector Composition

1 Technology 0.87%
2 Communication Services 0.43%
3 Industrials 0.27%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-820