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
101
$255K 0.14%
+3,443
102
$251K 0.14%
+1,672
103
$245K 0.14%
+4,270
104
$237K 0.13%
+2,065
105
$233K 0.13%
+11,880
106
$224K 0.13%
+4,462
107
$217K 0.12%
+4,838
108
$216K 0.12%
+484
109
$216K 0.12%
+942
110
$213K 0.12%
+4,101
111
$207K 0.12%
+4,758
112
$204K 0.11%
+27,563
113
$184K 0.1%
+13,215
114
$64K 0.04%
+11,518
1 2 3 4
5