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
$369M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.16M
3
+$3.7M
4
AAPL icon
Apple
AAPL
+$2.22M
5
FDX icon
FedEx
FDX
+$2.1M

Top Sells

1
+$3.22M
2
+$3.04M
3
+$2.14M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Sector Composition

1 Consumer Discretionary 26.02%
2 Technology 24.79%
3 Financials 20.38%
4 Communication Services 8.79%
5 Industrials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.26%
19,983
+1,047
27
$4.62M 1.25%
7,899
-1,868
28
$4.56M 1.23%
46,615
+42,521
29
$4.11M 1.11%
18,610
+6,100
30
$3.73M 1.01%
6,400
31
$3.26M 0.88%
15,921
+129
32
$3.07M 0.83%
10,836
+207
33
$2.61M 0.71%
1,827
-100
34
$2.48M 0.67%
5,914
-100
35
$2.42M 0.65%
38,583
+2,409
36
$2.18M 0.59%
41,600
37
$2.13M 0.58%
4,126
-1,200
38
$1.66M 0.45%
13,683
-127
39
$1.58M 0.43%
+21,000
40
$1.51M 0.41%
3,722
-297
41
$1.44M 0.39%
6,837
-5,194
42
$1.41M 0.38%
8,407
-50
43
$1.4M 0.38%
2,402
-1,898
44
$1.29M 0.35%
+54,599
45
$1.29M 0.35%
4,540
46
$1.18M 0.32%
317,227
47
$1.04M 0.28%
6,170
48
$1.03M 0.28%
+15,673
49
$1.01M 0.27%
4,844
-3,395
50
$873K 0.24%
4,423
-825
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