S4W
Solutions 4 Wealth Portfolio holdings
AUM
$66.2M
1-Year Est. Return
6.11%
This Fund
S&P 500
1 Year Est. Return
+6.11%
AUM
$66.2M
AUM Growth
+$1.74M
(+2.7%)
Holding
59
Top Buys
| 1 | +$969K | |
| 2 | +$545K | |
| 3 | +$350K | |
| 4 |
Invesco S&P MidCap Value with Momentum ETF
XMVM
|
+$326K |
| 5 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
+$319K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$498K | |
| 3 | +$312K | |
| 4 |
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
|
+$203K |
| 5 |
Tesla
TSLA
|
+$179K |
Sector Composition
| 1 | Technology | 5.86% |
| 2 | Healthcare | 3.85% |
| 3 | Energy | 1.86% |
| 4 | Financials | 1.55% |
| 5 | Consumer Discretionary | 0.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trane Technologies
TT
$103B
| $236K | 0.36% |
+607
|
|
||
52
Meta Platforms (Facebook)
META
$1.65T
| $218K | 0.33% |
330
|
|
||
53
NVIDIA
NVDA
$4.43T
| $213K | 0.32% |
1,144
-350
|
|
||
54
Amazon
AMZN
$2.24T
| $206K | 0.31% |
892
-585
|
|
||
55
Icahn Enterprises
IEP
$4.87B
| $159K | 0.24% |
21,087
+6,922
|
|
||
56
Galectin Therapeutics
GALT
$197M
| $106K | 0.16% |
25,377
|
|
||
57
Quantum Computing Inc
QUBT
$1.93B
| $105K | 0.16% |
10,200
|
|
||
58
Invesco Total Return Bond ETF
GTO
$1.98B
| – | – |
-6,560
|
|
||
|
59
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$137M
| – | – |
-6,916
|
|