SLWS
Swaine & Leidel Wealth Services Portfolio holdings
AUM
$130K
This Quarter Return
-1.38%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.3%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.88M |
| 2 |
UGI
UGI
|
$4.66M |
| 3 |
AstraZeneca
AZN
|
$4.56M |
| 4 |
CVS Health
CVS
|
$4.54M |
| 5 |
Equinix
EQIX
|
$4.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 22.55% |
| 2 | Technology | 13.8% |
| 3 | Industrials | 7.45% |
| 4 | Financials | 6.29% |
| 5 | Consumer Discretionary | 4.73% |
