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
$276M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.12M
3
+$4.98M
4
AMZN icon
Amazon
AMZN
+$3.38M
5
BLK icon
Blackrock
BLK
+$3.34M

Top Sells

1
+$3.64M
2
+$1.86M
3
+$1.78M
4
SBUX icon
Starbucks
SBUX
+$1.68M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.65M

Sector Composition

1 Consumer Discretionary 26.78%
2 Technology 22.45%
3 Financials 19.23%
4 Communication Services 8.49%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.25%
4,101
-10,558
52
$688K 0.25%
6,370
-36
53
$639K 0.23%
6,000
-13,425
54
$620K 0.22%
1,097
55
$581K 0.21%
10,303
-579
56
$567K 0.21%
13,030
57
$555K 0.2%
3,642
-51
58
$531K 0.19%
66,467
59
$498K 0.18%
5,143
-108
60
$483K 0.18%
24,819
-162
61
$430K 0.16%
7,364
-115
62
$421K 0.15%
5,564
63
$391K 0.14%
23,598
-471
64
$387K 0.14%
903
+104
65
$385K 0.14%
1,537
+4
66
$339K 0.12%
75,866
-1,000
67
$317K 0.11%
6,409
-186
68
$309K 0.11%
+79,207
69
$307K 0.11%
6,119
-203
70
$302K 0.11%
4,319
71
$285K 0.1%
1,400
-47
72
$277K 0.1%
3,755
-51
73
$274K 0.1%
3,034
-9,300
74
$273K 0.1%
4,131
-35
75
$272K 0.1%
631
+162
1 2
3
4