SLWS

Swaine & Leidel Wealth Services Portfolio holdings

AUM $130K
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.58M
3
+$2.13M
4
ABT icon
Abbott
ABT
+$2.1M
5
FRT icon
Federal Realty Investment Trust
FRT
+$2.1M

Top Sells

1
+$6.02M
2
+$4.35M
3
+$3.49M
4
AAPL icon
Apple
AAPL
+$2.54M
5
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$2.14M

Sector Composition

1 Real Estate 11.61%
2 Industrials 11.48%
3 Consumer Staples 9.09%
4 Technology 4.82%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.21%
3,520
-701
52
$115K 0.12%
2,345
-60
53
– –
-3,292
54
– –
-53,540
55
– –
-17,206
56
– –
-91,828
57
– –
-81,626
58
– –
-4,143
59
– –
-17,585
60
– –
-4,221
1 2
3