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PPW
PACK Private Wealth Portfolio holdings
AUM
$218M
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$218M
AUM Growth
-$964K
(-0.44%)
Holding
58
Top Buys
| 1 | +$1.28M | |
| 2 | +$350K | |
| 3 | +$218K | |
| 4 |
Occidental Petroleum
OXY
|
+$201K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$139K |
Top Sells
| 1 | +$5.37M | |
| 2 | +$219K | |
| 3 | +$41.6K | |
| 4 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$22K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$13.7K |
Sector Composition
| 1 | Industrials | 7.77% |
| 2 | Technology | 1.81% |
| 3 | Healthcare | 1.68% |
| 4 | Communication Services | 0.67% |
| 5 | Financials | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Petrobras
PBR
$110B
| $223K | 0.1% |
10,767
|
|
||
52
iShares Russell 2000 ETF
IWM
$80.2B
| $209K | 0.1% |
842
|
|
||
53
APi Group
APG
$18.4B
| $208K | 0.1% |
+5,142
|
|
||
54
Eli Lilly
LLY
$1T
| $206K | 0.09% |
224
|
|
||
55
UWM Holdings
UWMC
$824M
| $61.6K | 0.03% |
17,022
|
|
||
56
Under Armour Class C
UA
$2.41B
| $59.5K | 0.03% |
10,271
|
|
||
57
Cibus
CBUS
$100M
| $30.6K | 0.01% |
15,478
|
|
||
58
Clearfield
CLFD
$537M
| – | – |
-7,500
|
|