Portfolio (Quarterly)
Guide ↗
Inlet Private Wealth, LLC
· CIK 0001759751| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | AMCOR PLC | — | 79,000 | $659K | 0.15% | SOLD |
| 2 | SBUX | STARBUCKS CORP | Consumer Cyclical | 4,200 | $354K | 0.08% | SOLD |
| 3 | PAYX | PAYCHEX INC | Industrials | 2,635 | $296K | 0.07% | SOLD |
| 4 | V | VISA INC | Financial Services | 726 | $255K | 0.06% | SOLD |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 380 | $220K | 0.05% | SOLD |
| 6 | DIS | DISNEY WALT CO | Communication Services | 1,856 | $211K | 0.05% | SOLD |
| 7 | ZTS | ZOETIS INC | Healthcare | 1,669 | $210K | 0.05% | SOLD |
Sector Allocation
Technology
25.5%
Healthcare
20.3%
Financial Services
17.1%
Industrials
11.6%
Consumer Defensive
9.5%
Consumer Cyclical
6.4%
Energy
4.7%
Basic Materials
2.5%
Communication Services
2.0%
Real Estate
0.3%