S4W
Solutions 4 Wealth Portfolio holdings
AUM
$60M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$56.7M
AUM Growth
+$1.44M
(+2.6%)
Holding
52
Top Buys
| 1 | +$1.11M | |
| 2 | +$1.09M | |
| 3 | +$1.06M | |
| 4 |
Veritex Holdings
VBTX
|
+$608K |
| 5 |
Exxon Mobil
XOM
|
+$444K |
Top Sells
| 1 | +$205K | |
| 2 | +$67.1K | |
| 3 | +$44.2K | |
| 4 |
Microsoft
MSFT
|
+$38.3K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Quantum Computing Inc
QUBT
$4.1B
| $81.6K | 0.14% |
10,200
|
|
||
52
Galectin Therapeutics
GALT
$320M
| $43.9K | 0.08% |
36,003
|
|