PWC

Pathfinder Wealth Consulting Portfolio holdings

AUM $158M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$9.82M
2 +$8.4M
3 +$6.41M
4
AAPL icon
Apple
AAPL
+$6.2M
5
FELG icon
Fidelity Enhanced Large Cap Growth ETF
FELG
+$4.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.74%
2 Financials 7.44%
3 Consumer Discretionary 5.91%
4 Healthcare 5.29%
5 Communication Services 4.91%