SW

Solidarity Wealth Portfolio holdings

AUM $465M
1-Year Est. Return 17.27%
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$17.8M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$8.94M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.74%
2 Financials 19.78%
3 Consumer Discretionary 19.31%
4 Communication Services 9.77%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.87%
+42,626
27
$1.44M 0.8%
+13,840
28
$1.4M 0.78%
+18,315
29
$1.33M 0.74%
+16,255
30
$1.3M 0.73%
+16,505
31
$1.28M 0.71%
+24,117
32
$1.27M 0.71%
+7,871
33
$1.26M 0.7%
+11,088
34
$1.21M 0.68%
+38,909
35
$1.15M 0.64%
+5,509
36
$1.01M 0.56%
+14,030
37
$988K 0.55%
+1,601
38
$973K 0.54%
+12,449
39
$914K 0.51%
+621
40
$900K 0.5%
+7,501
41
$896K 0.5%
+5,731
42
$890K 0.5%
+29,759
43
$886K 0.5%
+13,614
44
$879K 0.49%
+5,113
45
$876K 0.49%
+8,189
46
$846K 0.47%
+1,423
47
$838K 0.47%
+6,385
48
$837K 0.47%
+8,419
49
$828K 0.46%
+3,201
50
$777K 0.44%
+10,010
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