SLWS
Swaine & Leidel Wealth Services Portfolio holdings
AUM
$130K
This Quarter Return
+10.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$79M
AUM Growth
+$16.2M
(+26%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
18.84%
Top 10 Holdings %
Top 10 Hldgs %
41.69%
Holding
68
New
24
Increased
19
Reduced
2
Closed
19
Top Buys
| 1 |
Equinix
EQIX
|
$2.09M |
| 2 |
Akamai
AKAM
|
$2.04M |
| 3 |
Campbell Soup
CPB
|
$2M |
| 4 |
Fluor
FLR
|
$1.96M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.91M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$1.79M |
| 2 |
Medtronic
MDT
|
$1.68M |
| 3 |
Dominion Energy
D
|
$1.64M |
| 4 |
Texas Instruments
TXN
|
$1.63M |
| 5 |
RTN
Raytheon Company
RTN
|
$1.63M |
Sector Composition
| 1 | Consumer Staples | 8.77% |
| 2 | Industrials | 8.72% |
| 3 | Real Estate | 7.54% |
| 4 | Technology | 5.79% |
| 5 | Communication Services | 5.15% |
