S4W
Solutions 4 Wealth Portfolio holdings
AUM
$60M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$60M
AUM Growth
+$3.32M
(+5.9%)
Holding
55
Top Buys
| 1 | +$367K | |
| 2 | +$337K | |
| 3 | +$308K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$244K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$217K |
Top Sells
| 1 | +$667K | |
| 2 | +$409K | |
| 3 | +$353K | |
| 4 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$151K |
| 5 |
Warner Bros
WBD
|
+$140K |
Sector Composition
| 1 | Technology | 5.41% |
| 2 | Financials | 4.47% |
| 3 | Healthcare | 3.74% |
| 4 | Energy | 1.98% |
| 5 | Consumer Discretionary | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Quantum Computing Inc
QUBT
$4.1B
| $196K | 0.33% |
10,200
|
|
||
52
Galectin Therapeutics
GALT
$320M
| $76K | 0.13% |
36,003
|
|
||
53
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-978
|
|
||
54
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
| – | – |
-8,075
|
|
||
|
55
Warner Bros
WBD
$45B
| – | – |
-13,037
|
|