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
76
$266K 0.07%
3,404
-6
77
$247K 0.07%
2,996
-124
78
$242K 0.07%
389
-9
79
$237K 0.06%
835
80
$233K 0.06%
1,530
+255
81
$232K 0.06%
300
82
$230K 0.06%
11,459
83
$230K 0.06%
2,184
-90
84
$227K 0.06%
219
-3,100
85
$227K 0.06%
4,023
86
$213K 0.06%
866
-20
87
$209K 0.06%
75,866
88
$209K 0.06%
+1,013
89
$206K 0.06%
+2,268
90
$206K 0.06%
2,344
91
$205K 0.06%
+826
92
$203K 0.06%
+749
93
$29.5K 0.01%
14,034
94
– –
-64,759
95
– –
-2,500
96
– –
-89,063
1 2 3
4