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PPWM
Paragon Private Wealth Management Portfolio holdings
AUM
$320M
1-Year Est. Return
23.48%
This Fund
S&P 500
1 Year Est. Return
+23.48%
AUM
$320M
AUM Growth
-$6.21M
(-1.9%)
Holding
227
Top Buys
| 1 | +$843K | |
| 2 | +$734K | |
| 3 | +$605K | |
| 4 |
NVIDIA
NVDA
|
+$504K |
| 5 |
Ford
F
|
+$436K |
Top Sells
| 1 | +$1.99M | |
| 2 | +$483K | |
| 3 | +$351K | |
| 4 |
Intuit
INTU
|
+$324K |
| 5 |
ARK 21Shares Bitcoin ETF
ARKB
|
+$287K |
Sector Composition
| 1 | Technology | 24.99% |
| 2 | Communication Services | 7.87% |
| 3 | Financials | 7.35% |
| 4 | Consumer Discretionary | 5.97% |
| 5 | Industrials | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Total Stock Market ETF
VTI
$661B
| – | – |
-654
|
|
||
227
State Street SPDR S&P Biotech ETF
XBI
$8.34B
| – | – |
-1,644
|
|