PWM
PBMares Wealth Management Portfolio holdings
AUM
$546M
This Quarter Return
+6.08%
1 Year Return
+12.43%
3 Year Return
+50.86%
5 Year Return
+94%
10 Year Return
–
AUM
$68M
AUM Growth
+$68M
(+2.3%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
28.73%
Holding
115
New
11
Increased
34
Reduced
28
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$2.25M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.4M |
| 3 |
Enphase Energy
ENPH
|
$330K |
| 4 |
Tesla
TSLA
|
$300K |
| 5 |
iShares Gold Trust
IAU
|
$255K |
Top Sells
Sector Composition
| 1 | Technology | 13.74% |
| 2 | Industrials | 9.63% |
| 3 | Healthcare | 7.83% |
| 4 | Financials | 7.82% |
| 5 | Consumer Staples | 5.9% |
