S4W
Solutions 4 Wealth Portfolio holdings
AUM
$64.4M
1-Year Est. Return
12.82%
1 Year Est. Return
+12.82%
AUM
$64.4M
AUM Growth
+$4.44M
(+7.4%)
Holding
57
Top Buys
| 1 | +$793K | |
| 2 | +$736K | |
| 3 | +$736K | |
| 4 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
+$683K |
| 5 |
Range Nuclear Renaissance Index ETF
NUKZ
|
+$384K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$287K | |
| 3 | +$194K | |
| 4 |
Galectin Therapeutics
GALT
|
+$45K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$30.8K |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Healthcare | 3.69% |
| 3 | Energy | 1.79% |
| 4 | Financials | 1.48% |
| 5 | Consumer Discretionary | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.62T
| $242K | 0.38% |
330
|
|
||
52
Alphabet (Google) Class A
GOOGL
$3.8T
| $210K | 0.33% |
+862
|
|
||
53
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$126M
| $203K | 0.31% |
+6,916
|
|
||
54
Quantum Computing Inc
QUBT
$2.45B
| $188K | 0.29% |
10,200
|
|
||
55
Icahn Enterprises
IEP
$4.85B
| $119K | 0.19% |
+14,165
|
|
||
|
56
Galectin Therapeutics
GALT
$355M
| $107K | 0.17% |
25,377
-10,626
|
|
||
|
VBTX
57
DELISTED
Veritex Holdings
VBTX
| – | – |
-66,005
|
|