PWML

Peck Wealth Management, LLC Portfolio holdings

AUM $99.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$6.71M
3 +$3.9M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.79M
5
NVDA icon
NVIDIA
NVDA
+$3.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.88%
2 Consumer Discretionary 5.55%
3 Financials 5.03%
4 Industrials 2.26%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.3K 0.02%
+150
127
$20.7K 0.02%
+471
128
$20.7K 0.02%
+100
129
$18.8K 0.02%
+250
130
$16.7K 0.02%
+200
131
$13.5K 0.01%
+589
132
$9.3K 0.01%
+300
133
$7.3K 0.01%
+400
134
$4.97K ﹤0.01%
+100