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
$155M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$3.83M
3 +$3.56M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$2.63M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.19M

Top Sells

1 +$3.89M
2 +$3.52M
3 +$3.4M
4
D icon
Dominion Energy
D
+$3.2M
5
DRI icon
Darden Restaurants
DRI
+$3.19M

Sector Composition

1 Healthcare 16.96%
2 Real Estate 15.71%
3 Technology 12.25%
4 Utilities 7.82%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-75,440