S4W

Solutions 4 Wealth Portfolio holdings

AUM $66.2M
1-Year Est. Return 6.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.7M
AUM Growth
+$1.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.17M
3
+$1.14M
4
VBTX
Veritex Holdings
VBTX
+$627K
5
XOM icon
Exxon Mobil
XOM
+$413K

Top Sells

1
+$204K
2
+$64.1K
3
+$46.1K
4
MSFT icon
Microsoft
MSFT
+$41.6K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$39.2K

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 Change
in Stake 		Capital Flow
51
$81.6K 0.14%
10,200
52
$43.9K 0.08%
36,003
1 2
3