PHWM
Palatine Hill Wealth Management Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
-$9.15M
(-7.4%)
Holding
51
Top Buys
| 1 | +$2.6M | |
| 2 | +$2.18M | |
| 3 | +$291K | |
| 4 |
Johnson & Johnson
JNJ
|
+$224K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$181K |
Top Sells
| 1 | +$4.05M | |
| 2 | +$1.55M | |
| 3 | +$714K | |
| 4 |
CBRE Group
CBRE
|
+$307K |
| 5 |
Apple
AAPL
|
+$298K |
Sector Composition
| 1 | Technology | 6.05% |
| 2 | Consumer Discretionary | 3.7% |
| 3 | Communication Services | 1.43% |
| 4 | Healthcare | 1.24% |
| 5 | Financials | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$170B
| – | – |
-442
|
|