S4W
Solutions 4 Wealth Portfolio holdings
AUM
$66.5M
1-Year Est. Return
10.15%
This Fund
S&P 500
1 Year Est. Return
+10.15%
AUM
$66.5M
AUM Growth
+$306K
(+0.46%)
Holding
63
Top Buys
| 1 | +$1.38M | |
| 2 | +$968K | |
| 3 | +$892K | |
| 4 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$757K |
| 5 |
Range Nuclear Renaissance Index ETF
NUKZ
|
+$755K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.1M | |
| 3 | +$1.09M | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1M |
| 5 |
iShares US Medical Devices ETF
IHI
|
+$890K |
Sector Composition
| 1 | Technology | 5.02% |
| 2 | Healthcare | 3.58% |
| 3 | Energy | 2.11% |
| 4 | Financials | 1.52% |
| 5 | Consumer Discretionary | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.6B
| $216K | 0.32% |
6,432
-6,671
|
|
||
52
Icahn Enterprises
IEP
$5.01B
| $213K | 0.32% |
28,244
+7,157
|
|
||
53
Quantum Computing Inc
QUBT
$2.53B
| $76.7K | 0.12% |
11,200
+1,000
|
|
||
54
Galectin Therapeutics
GALT
$155M
| $69.8K | 0.11% |
25,027
-350
|
|
||
|
EONR
55
EON Resources
EONR
$33.1M
| $41.1K | 0.06% |
+49,504
|
|
||
56
Amazon
AMZN
$2.69T
| – | – |
-892
|
|
||
57
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
| – | – |
-27,550
|
|
||
|
58
Dimensional US Core Equity Market ETF
DFAU
$12.2B
| – | – |
-21,378
|
|
||
59
Dimensional International Core Equity 2 ETF
DFIC
$14.1B
| – | – |
-35,865
|
|
||
|
60
iShares US Medical Devices ETF
IHI
$2.97B
| – | – |
-14,315
|
|
||
61
Meta Platforms (Facebook)
META
$1.58T
| – | – |
-330
|
|
||
62
NVIDIA
NVDA
$5.2T
| – | – |
-1,144
|
|
||
63
State Street SPDR S&P Health Care Equipment ETF
XHE
$125M
| – | – |
-3,535
|
|