S4W
Solutions 4 Wealth Portfolio holdings
AUM
$60M
This Quarter Return
+10.57%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$30.6M
AUM Growth
–
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.24%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Senior Income Trust
VVR
|
$4.77M |
| 2 |
Apple
AAPL
|
$2.65M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.5M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$2.25M |
| 5 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$2.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Financials | 6.75% |
| 3 | Consumer Discretionary | 2.42% |
| 4 | Energy | 2.27% |
| 5 | Healthcare | 1.17% |
