S4W
Solutions 4 Wealth Portfolio holdings
AUM $56.7M
AUM
$56.7M
AUM Growth
+$1.44M (+3%)
Cap. Flow
+$4.23M
Cap. Flow % of AUM
7.47%
Top 10 Holdings %Top 10 Hldgs %
63.56%
Holding
52
New
1
Increased
25
Reduced
10
Closed
–
Top Buys
| 1 | $1.11M | |
| 2 | $1.09M | |
| 3 | $1.06M | |
| 4 | $608K | |
| 5 | $444K |
Top Sells
| 1 | $205K | |
| 2 | $67.1K | |
| 3 | $44.2K | |
| 4 | $38.3K | |
| 5 | $35.7K |
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Financials | 4.53% |
| 3 | Healthcare | 3.76% |
| 4 | Energy | 2.42% |
| 5 | Consumer Discretionary | 1.38% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $81.6K | 0.14% | 10,200 | – | – | |||
| $43.9K | 0.08% | 36,003 | – | – |
