PPW
PACK Private Wealth Portfolio holdings
AUM
$189M
This Quarter Return
+8.7%
1 Year Return
+11.3%
3 Year Return
+38.77%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.36%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$22.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$20.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13M |
| 4 |
Graco
GGG
|
$12.8M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 14.54% |
| 2 | Healthcare | 4.57% |
| 3 | Materials | 1.86% |
| 4 | Technology | 0.63% |
| 5 | Financials | 0.47% |
