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
$173M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.73M
3
+$2.12M
4
V icon
Visa
V
+$2.12M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.95M

Top Sells

1
+$108M
2
+$48M
3
+$10.9M
4
AMZN icon
Amazon
AMZN
+$3.19M
5
XOM icon
Exxon Mobil
XOM
+$2.55M

Sector Composition

1 Technology 23.09%
2 Consumer Discretionary 20.19%
3 Financials 16.3%
4 Communication Services 8.12%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.44%
6,554
+169
52
$761K 0.44%
+5,264
53
$761K 0.44%
23,595
+10,835
54
$738K 0.43%
7,911
-665
55
$722K 0.42%
12,139
-30,274
56
$672K 0.39%
1,271
+200
57
$652K 0.38%
4,143
+51
58
$571K 0.33%
76,866
59
$553K 0.32%
1,131
-375
60
$548K 0.32%
5,512
+146
61
$547K 0.32%
7,772
-1,179
62
$532K 0.31%
28,545
+1,876
63
$528K 0.31%
7,966
-3,186
64
$525K 0.3%
+13,402
65
$522K 0.3%
11,217
+201
66
$519K 0.3%
6,318
-583
67
$499K 0.29%
4,798
-77
68
$454K 0.26%
+10,511
69
$451K 0.26%
2,610
+63
70
$449K 0.26%
5,616
-46
71
$437K 0.25%
1,505
-94
72
$432K 0.25%
1,084
73
$420K 0.24%
23,041
+2,974
74
$402K 0.23%
2,050
+1
75
$401K 0.23%
2,974
1 2
3
4 5