PAWL
Plan A Wealth LLC Portfolio holdings
AUM
$197M
1-Year Est. Return
16.88%
1 Year Est. Return
+16.88%
AUM
$197M
AUM Growth
+$20.1M
(+11%)
Holding
179
Top Buys
| 1 | +$6.6M | |
| 2 | +$4.14M | |
| 3 | +$1.14M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.02M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$841K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$1.44M | |
| 3 | +$1.21M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$783K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$754K |
Sector Composition
| 1 | Financials | 16.87% |
| 2 | Technology | 9.66% |
| 3 | Healthcare | 3.24% |
| 4 | Consumer Discretionary | 2.7% |
| 5 | Industrials | 2.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MHI
176
DELISTED
Pioneer Municipal High Income Fund
MHI
| – | – |
-28,565
|
|
||
|
MAV
177
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
| – | – |
-12,897
|
|
||
178
iShares Core S&P Total US Stock Market ETF
ITOT
$78.1B
| – | – |
-1,612
|
|
||
179
Eaton
ETN
$147B
| – | – |
-1,174
|
|