DW30
Drucker Wealth 3.0 Portfolio holdings
AUM
$518M
1-Year Est. Return
15.85%
1 Year Est. Return
+15.85%
AUM
$518M
AUM Growth
+$63.5M
(+14%)
Holding
227
Top Buys
| 1 | +$7.07M | |
| 2 | +$6.22M | |
| 3 | +$5.94M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$2.54M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.17M |
Top Sells
| 1 | +$3.91M | |
| 2 | +$3.82M | |
| 3 | +$2.68M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$2.05M |
| 5 |
JPMorgan Chase
JPM
|
+$1.94M |
Sector Composition
| 1 | Technology | 11.23% |
| 2 | Financials | 7.48% |
| 3 | Healthcare | 3.99% |
| 4 | Consumer Discretionary | 3.94% |
| 5 | Communication Services | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NPKI
226
NPK International
NPKI
$986M
| – | – |
-10,151
|
|
||
227
Capital Group Core Bond ETF
CGCB
$3.07B
| – | – |
-26,918
|
|