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
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$17.8M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$8.94M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.74%
2 Financials 19.78%
3 Consumer Discretionary 19.31%
4 Communication Services 9.77%
5 Healthcare 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$406K 0.23%
+3,076
77
$397K 0.22%
+2,137
78
$387K 0.22%
+8,085
79
$385K 0.22%
+4,372
80
$369K 0.21%
+8,668
81
$367K 0.21%
+1,071
82
$341K 0.19%
+2,100
83
$336K 0.19%
+2,068
84
$334K 0.19%
+1,964
85
$332K 0.19%
+1,775
86
$328K 0.18%
+1,239
87
$328K 0.18%
+1,911
88
$328K 0.18%
+3,156
89
$321K 0.18%
+1,583
90
$321K 0.18%
+6,019
91
$317K 0.18%
+3,120
92
$310K 0.17%
+5,855
93
$290K 0.16%
+5,824
94
$284K 0.16%
+1,779
95
$283K 0.16%
+4,343
96
$278K 0.16%
+1,454
97
$276K 0.15%
+793
98
$273K 0.15%
+6,087
99
$269K 0.15%
+1,800
100
$255K 0.14%
+2,845
1 2 3
4
5