DW30
Drucker Wealth 3.0 Portfolio holdings
AUM
$573M
1-Year Est. Return
19.23%
This Fund
S&P 500
1 Year Est. Return
+19.23%
AUM
$573M
AUM Growth
+$3.93M
(+0.69%)
Holding
277
Top Buys
| 1 | +$976K | |
| 2 | +$851K | |
| 3 | +$847K | |
| 4 |
SBA Communications
SBAC
|
+$769K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$724K |
Top Sells
| 1 | +$880K | |
| 2 | +$813K | |
| 3 | +$770K | |
| 4 |
General Mills
GIS
|
+$645K |
| 5 |
Microsoft
MSFT
|
+$638K |
Sector Composition
| 1 | Technology | 11.93% |
| 2 | Financials | 6.44% |
| 3 | Energy | 4.19% |
| 4 | Healthcare | 3.92% |
| 5 | Consumer Discretionary | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
NewMarket
NEU
$7.21B
| – | – |
-633
|
|
||
277
ServiceNow
NOW
$132B
| – | – |
-2,011
|
|