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
$55.2M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.78M
3
+$1.75M
4
XOM icon
Exxon Mobil
XOM
+$298K
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$53.4K

Top Sells

1
+$300K
2
+$292K
3
+$239K
4
NVDA icon
NVIDIA
NVDA
+$202K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$152K

Sector Composition

1 Technology 6.53%
2 Financials 3.86%
3 Healthcare 3.5%
4 Consumer Discretionary 1.96%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46.4K 0.08%
36,003
52
– –
-10,359
53
– –
-17,698
54
– –
-1,666
1 2
3