We are live on ! Find out more
PPW

PACK Private Wealth Portfolio holdings

AUM $218M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.68M
3
+$953K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$799K
5
MSFT icon
Microsoft
MSFT
+$475K

Top Sells

1
+$293K
2
+$29.3K
3
+$2.99K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$660
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$543

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
$232K 0.11%
+9,863
52
$204K 0.1%
+842
53
$173K 0.08%
13,661
54
$104K 0.05%
17,022
55
$49.6K 0.02%
10,271
1 2
3