SW
Solidarity Wealth Portfolio holdings
AUM
$465M
1-Year Est. Return
17.27%
1 Year Est. Return
+17.27%
AUM
$465M
AUM Growth
+$37.4M
(+8.8%)
Holding
87
Top Buys
| 1 | +$4.35M | |
| 2 | +$2.85M | |
| 3 | +$2.67M | |
| 4 |
Waste Management
WM
|
+$2.44M |
| 5 |
PepsiCo
PEP
|
+$2.19M |
Top Sells
| 1 | +$7.19M | |
| 2 | +$3.61M | |
| 3 | +$2.57M | |
| 4 |
Broadcom
AVGO
|
+$1.81M |
| 5 |
Blackrock
BLK
|
+$1.62M |
Sector Composition
| 1 | Consumer Discretionary | 25.15% |
| 2 | Technology | 23.96% |
| 3 | Financials | 20.31% |
| 4 | Communication Services | 8.82% |
| 5 | Energy | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $286K | 0.06% |
5,016
|
|
||
77
Intuit
INTU
$186B
| $265K | 0.06% |
388
|
|
||
78
Vanguard Russell 1000 ETF
VONE
$7.03B
| $249K | 0.05% |
824
|
|
||
79
iShares S&P 500 Growth ETF
IVW
$68.2B
| $221K | 0.05% |
1,830
-20
|
|
||
80
Marriott International
MAR
$70.7B
| $215K | 0.05% |
826
|
|
||
81
Union Pacific
UNP
$131B
| $204K | 0.04% |
+864
|
|
||
82
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| – | – |
-2,297
|
|
||
83
Shopify
SHOP
$226B
| – | – |
-8,424
|
|
||
84
McCormick & Company Non-Voting
MKC
$17.2B
| – | – |
-2,950
|
|
||
85
Accenture
ACN
$155B
| – | – |
-695
|
|
||
|
86
Blackrock
BLK
$168B
| – | – |
-1,547
|
|
||
87
Elevance Health
ELV
$70.5B
| – | – |
-1,055
|
|