SW
Solidarity Wealth Portfolio holdings
AUM $427M
1-Year Return
16.98%
This Quarter Return
-16.12%
1 Year Return
+16.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$8.48M
(+4.8%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
16.26%
Top 10 Holdings %
Top 10 Hldgs %
47.73%
Holding
120
New
6
Increased
57
Reduced
32
Closed
12
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$7.18M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$3.18M |
| 3 |
Amazon
AMZN
|
+$3.02M |
| 4 |
General Mills
GIS
|
+$2.98M |
| 5 |
Exxon Mobil
XOM
|
+$2.55M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$2.88M |
| 2 |
Visa
V
|
+$2.05M |
| 3 |
Apple
AAPL
|
+$1.79M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$625K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$612K |
Sector Composition
| 1 | Technology | 22.07% |
| 2 | Consumer Discretionary | 20.15% |
| 3 | Financials | 18.88% |
| 4 | Communication Services | 9.51% |
| 5 | Consumer Staples | 6.2% |
