S4W

Solutions 4 Wealth Portfolio holdings

AUM $60M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$1.44M
3
+$999K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$848K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$838K

Top Sells

1
+$2.24M
2
+$173K
3
+$119K
4
VBTX icon
Veritex Holdings
VBTX
+$92.6K
5
VHT icon
Vanguard Health Care ETF
VHT
+$92K

Sector Composition

1 Technology 6.87%
2 Financials 4.73%
3 Healthcare 4.56%
4 Consumer Discretionary 1.79%
5 Energy 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.21%
13,047
-59
52
$99K 0.19%
36,003
-82
53
$6.53K 0.01%
10,000
1 2
3