SPW
Sonoma Private Wealth Portfolio holdings
AUM
$81.6M
1-Year Est. Return
18.1%
1 Year Est. Return
+18.1%
AUM
$81.6M
AUM Growth
+$9.45M
(+13%)
Holding
76
Top Buys
| 1 | +$4.12M | |
| 2 | +$371K | |
| 3 | +$296K | |
| 4 |
Netflix
NFLX
|
+$292K |
| 5 |
Datadog
DDOG
|
+$246K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$480K | |
| 3 | +$428K | |
| 4 |
PepsiCo
PEP
|
+$279K |
| 5 |
SMI
VanEck HIP Sustainable Muni ETF
SMI
|
+$278K |
Sector Composition
| 1 | Technology | 30.67% |
| 2 | Communication Services | 4.67% |
| 3 | Financials | 3.44% |
| 4 | Industrials | 2.64% |
| 5 | Consumer Staples | 2.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$171B
| – | – |
-4,673
|
|