PWM

PBMares Wealth Management Portfolio holdings

AUM $546M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.65M
3 +$1.59M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.08M
5
PM icon
Philip Morris
PM
+$622K

Top Sells

1 +$1.55M
2 +$398K
3 +$224K
4
GLD icon
SPDR Gold Trust
GLD
+$219K
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$215K

Sector Composition

1 Technology 14.89%
2 Industrials 7.84%
3 Financials 7.61%
4 Healthcare 7.1%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-360
127
-14,950