PPW
PACK Private Wealth Portfolio holdings
AUM
$212M
1-Year Est. Return
10.91%
1 Year Est. Return
+10.91%
AUM
$212M
AUM Growth
+$23.6M
(+12%)
Holding
55
Top Buys
| 1 | +$2.34M | |
| 2 | +$1.89M | |
| 3 | +$1.03M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$822K |
| 5 |
Microsoft
MSFT
|
+$483K |
Top Sells
| 1 | +$331K | |
| 2 | +$30.1K | |
| 3 | +$3.14K | |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$669 |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$544 |
Sector Composition
| 1 | Industrials | 9.96% |
| 2 | Technology | 2.14% |
| 3 | Healthcare | 1.85% |
| 4 | Financials | 0.75% |
| 5 | Communication Services | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
First Trust Natural Gas ETF
FCG
$438M
| $232K | 0.11% |
+9,863
|
|
||
52
iShares Russell 2000 ETF
IWM
$73B
| $204K | 0.1% |
+842
|
|
||
53
Petrobras
PBR
$76B
| $173K | 0.08% |
13,661
|
|
||
54
UWM Holdings
UWMC
$1.3B
| $104K | 0.05% |
17,022
|
|
||
55
Under Armour Class C
UA
$1.78B
| $49.6K | 0.02% |
10,271
|
|