PWC
Pathfinder Wealth Consulting Portfolio holdings
AUM
$154M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$154M
AUM Growth
-$4.1M
(-2.6%)
Holding
177
Top Buys
| 1 | +$656K | |
| 2 | +$594K | |
| 3 | +$591K | |
| 4 |
IQVIA
IQV
|
+$406K |
| 5 |
Elevance Health
ELV
|
+$400K |
Top Sells
| 1 | +$1.01M | |
| 2 | +$406K | |
| 3 | +$305K | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$279K |
| 5 |
W.P. Carey
WPC
|
+$278K |
Sector Composition
| 1 | Technology | 16.46% |
| 2 | Financials | 6.89% |
| 3 | Consumer Discretionary | 5.66% |
| 4 | Healthcare | 5.18% |
| 5 | Communication Services | 5.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
W.P. Carey
WPC
$16.7B
| – | – |
-4,313
|
|
||
177
Reddit
RDDT
$27.8B
| – | – |
-880
|
|