S4W
Solutions 4 Wealth Portfolio holdings
AUM
$60M
This Quarter Return
-4.48%
1 Year Return
+12.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$56.7M
AUM Growth
+$56.7M
(+2.6%)
Cap. Flow
+$4.23M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
63.56%
Holding
52
New
1
Increased
25
Reduced
10
Closed
–
Top Buys
| 1 |
WTPI
WisdomTree Equity Premium Income Fund
WTPI
|
$1.11M |
| 2 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$1.09M |
| 3 |
Invesco Senior Income Trust
VVR
|
$1.06M |
| 4 |
Veritex Holdings
VBTX
|
$608K |
| 5 |
Exxon Mobil
XOM
|
$444K |
Top Sells
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$205K |
| 2 |
Novartis
NVS
|
$67.1K |
| 3 |
Apple
AAPL
|
$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% |
