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
$489M
AUM Growth
+$24M
(+5.2%)
Holding
88
Top Buys
| 1 | +$29.7M | |
| 2 | +$14.7M | |
| 3 | +$6.12M | |
| 4 |
Amazon
AMZN
|
+$5.16M |
| 5 |
Microsoft
MSFT
|
+$4.5M |
Top Sells
| 1 | +$9.6M | |
| 2 | +$7M | |
| 3 | +$6.63M | |
| 4 |
Adobe
ADBE
|
+$6.44M |
| 5 |
Fair Isaac
FICO
|
+$5.93M |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Consumer Discretionary | 22.04% |
| 3 | Financials | 19.84% |
| 4 | Communication Services | 9.6% |
| 5 | Energy | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lowe's Companies
LOW
$128B
| $209K | 0.04% |
866
-2,085
|
|
||
77
Vanguard Mid-Cap ETF
VO
$24.8B
| $201K | 0.04% |
+2,776
|
|
||
78
Union Pacific
UNP
$158B
| – | – |
-864
|
|
||
79
PepsiCo
PEP
$213B
| – | – |
-15,596
|
|
||
80
Novo Nordisk
NVO
$195B
| – | – |
-76,918
|
|
||
81
Nike
NKE
$64.4B
| – | – |
-99,881
|
|
||
82
Mercado Libre
MELI
$93.7B
| – | – |
-538
|
|
||
|
83
Adobe
ADBE
$103B
| – | – |
-18,252
|
|
||
84
Coupang
CPNG
$37.2B
| – | – |
-15,000
|
|
||
85
First Citizens BancShares
FCNCA
$22.9B
| – | – |
-737
|
|
||
86
FedEx
FDX
$85.2B
| – | – |
-18,172
|
|
||
87
Eli Lilly
LLY
$860B
| – | – |
-2,493
|
|
||
88
Marriott International
MAR
$92.7B
| – | – |
-826
|
|