PWML
PATHWAY WEALTH MANAGEMENT LLC Portfolio holdings
AUM
$106M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$110M
AUM Growth
–
Holding
29
Top Buys
| 1 | +$40M | |
| 2 | +$20.4M | |
| 3 | +$16.5M | |
| 4 |
Advanced Micro Devices
AMD
|
+$8.72M |
| 5 |
Eli Lilly
LLY
|
+$6.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 72.7% |
| 2 | Healthcare | 8.62% |
| 3 | Consumer Discretionary | 6.87% |
| 4 | Industrials | 4.15% |
| 5 | Communication Services | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
O'Reilly Automotive
ORLY
$76.4B
| $274K | 0.25% |
+3,000
|
|
||
|
CRWV
27
CoreWeave Inc
CRWV
$58.7B
| $250K | 0.23% |
+3,493
|
|
||
28
Vertex Pharmaceuticals
VRTX
$109B
| $215K | 0.2% |
+475
|
|
||
29
Goldman Sachs
GS
$292B
| $25K | 0.02% |
+25,000
|
|