S4W
Solutions 4 Wealth Portfolio holdings
AUM
$60M
This Quarter Return
+1.96%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$44.1M
AUM Growth
+$44.1M
(+24%)
Cap. Flow
+$7.96M
Cap. Flow
% of AUM
18.06%
Top 10 Holdings %
Top 10 Hldgs %
64.07%
Holding
47
New
7
Increased
15
Reduced
14
Closed
2
Top Buys
| 1 |
Invesco Senior Income Trust
VVR
|
$2.58M |
| 2 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$1.95M |
| 3 |
Novartis
NVS
|
$1.58M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$577K |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$477K |
Top Sells
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$347K |
| 2 |
Exxon Mobil
XOM
|
$312K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$188K |
| 4 |
Tesla
TSLA
|
$108K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$62.9K |
Sector Composition
| 1 | Technology | 7.25% |
| 2 | Healthcare | 5.08% |
| 3 | Financials | 4.71% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Energy | 1.45% |
