SW
Solidarity Wealth Portfolio holdings
AUM
$521M
1-Year Est. Return
16.4%
This Fund
S&P 500
1 Year Est. Return
+16.4%
AUM
$521M
AUM Growth
+$32M
(+6.5%)
Holding
85
Top Buys
| 1 | +$6.14M | |
| 2 | +$3.88M | |
| 3 | +$3.58M | |
| 4 |
Apple
AAPL
|
+$3.34M |
| 5 |
Meta Platforms (Facebook)
META
|
+$3.25M |
Top Sells
| 1 | +$2.26M | |
| 2 | +$2.2M | |
| 3 | +$1.15M | |
| 4 |
UnitedHealth
UNH
|
+$1.05M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.02M |
Sector Composition
| 1 | Consumer Discretionary | 22.99% |
| 2 | Technology | 20.56% |
| 3 | Financials | 19.15% |
| 4 | Communication Services | 9.29% |
| 5 | Energy | 6.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$129B
| $251K | 0.05% |
1,063
+197
|
|
||
77
Vanguard Russell 1000 ETF
VONE
$7.71B
| $243K | 0.05% |
824
|
|
||
78
Starbucks
SBUX
$121B
| $237K | 0.05% |
+2,650
|
|
||
79
iShares Core S&P Small-Cap ETF
IJR
$103B
| $235K | 0.05% |
1,894
-80
|
|
||
80
Vanguard Mid-Cap ETF
VO
$25B
| $230K | 0.04% |
3,200
+424
|
|
||
81
Abbott
ABT
$155B
| $226K | 0.04% |
2,204
-186
|
|
||
82
iShares Russell 1000 Growth ETF
IWF
$126B
| $219K | 0.04% |
+2,052
|
|
||
83
iShares S&P 500 Growth ETF
IVW
$71B
| $207K | 0.04% |
1,830
|
|
||
84
Texas Instruments
TXN
$256B
| – | – |
-6,632
|
|
||
85
Intuit
INTU
$115B
| – | – |
-388
|
|