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PWML
Positano Wealth Management Ltd Portfolio holdings
AUM
$135M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$128M
AUM Growth
–
Holding
21
Top Buys
| 1 | +$23.5M | |
| 2 | +$18.7M | |
| 3 | +$13.3M | |
| 4 |
Chubb
CB
|
+$12.4M |
| 5 |
Marriott International
MAR
|
+$11.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 48.22% |
| 2 | Financials | 21.06% |
| 3 | Communication Services | 20.91% |
| 4 | Consumer Discretionary | 9.39% |
| 5 | Real Estate | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.35T
| $25.7M | 20.09% |
+82,129
|
|
||
2
NVIDIA
NVDA
$4.85T
| $18.8M | 14.68% |
+100,692
|
|
||
3
Visa
V
$614B
| $13.7M | 10.69% |
+39,018
|
|
||
|
4
Chubb
CB
$128B
| $13.2M | 10.35% |
+42,410
|
|
||
|
5
Marriott International
MAR
$102B
| $12M | 9.39% |
+38,744
|
|
||
6
Microsoft
MSFT
$2.95T
| $9.7M | 7.58% |
+20,051
|
|
||
7
Qualcomm
QCOM
$202B
| $5.88M | 4.59% |
+34,349
|
|
||
8
TSMC
TSM
$2.12T
| $5.68M | 4.44% |
+18,690
|
|
||
9
Adobe
ADBE
$94.3B
| $5.07M | 3.97% |
+14,498
|
|
||
10
Micron Technology
MU
$1.01T
| $4.19M | 3.28% |
+14,692
|
|
||
11
Hewlett Packard
HPE
$60.2B
| $3.79M | 2.96% |
+157,614
|
|
||
12
Salesforce
CRM
$140B
| $3.34M | 2.61% |
+12,600
|
|
||
13
Broadcom
AVGO
$1.77T
| $2.44M | 1.91% |
+7,064
|
|
||
14
Apple
AAPL
$4.28T
| $1.96M | 1.53% |
+7,194
|
|
||
|
FISV
15
Fiserv Inc
FISV
$28.4B
| $811K | 0.63% |
+12,070
|
|
||
16
Autohome
ATHM
$2.01B
| $604K | 0.47% |
+27,139
|
|
||
17
KE Holdings
BEKE
$17.8B
| $532K | 0.42% |
+33,759
|
|
||
18
Meta Platforms (Facebook)
META
$1.45T
| $448K | 0.35% |
+678
|
|
||
19
Ciena
CIEN
$61.5B
| $60.8K | 0.05% |
+260
|
|
||
20
Markel Group
MKL
$22.8B
| $19.3K | 0.02% |
+9
|
|
||
21
S&P Global
SPGI
$126B
| $5.75K | ﹤0.01% |
+11
|
|