Total AUM
$1,419,487
Model portfolio market value
Silver Owl Model Portfolio
Large-cap quality and broad-market ETF allocation for a mid-market institution.
Positions
5
Across listed instruments
Unrealized P&L
$80,307
Current price minus cost basis
Open alerts
2
Compliance workflow queue
Positions and P&L
| Symbol | Quantity | Avg cost | Current | Market value | P&L |
|---|---|---|---|---|---|
| AAPL | 1,250 | $184 | $198 | $247,325 | $17,075 |
| MSFT | 900 | $405 | $429 | $386,262 | $22,212 |
| GOOGL | 1,100 | $151 | $167 | $183,392 | $16,852 |
| BRK.B | 520 | $396 | $412 | $214,422 | $8,450 |
| SPY | 740 | $503 | $524 | $388,086 | $15,718 |