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
51
$839K 0.23%
9,206
+5,379
52
$793K 0.21%
895
-10
53
$744K 0.2%
1,293
+419
54
$659K 0.18%
1,268
55
$592K 0.16%
4,017
+160
56
$551K 0.15%
6,823
-26,494
57
$516K 0.14%
65,661
58
$460K 0.12%
7,100
59
$426K 0.12%
1,852
60
$400K 0.11%
+2,293
61
$353K 0.1%
3,680
62
$352K 0.1%
7,087
63
$349K 0.09%
4,829
64
$339K 0.09%
+1,544
65
$334K 0.09%
15,103
66
$329K 0.09%
2,882
-961
67
$315K 0.09%
3,230
-10,395
68
$306K 0.08%
1,170
-334
69
$305K 0.08%
+2,761
70
$300K 0.08%
3,848
-195
71
$295K 0.08%
3,235
72
$291K 0.08%
+3,600
73
$281K 0.08%
+1,603
74
$274K 0.07%
4,596
+972
75
$268K 0.07%
759
-8,610
1 2
3
4