We are live on ! Find out more
PWM

Peak Wealth Management Portfolio holdings

AUM $143M
This Fund
S&P 500
This Quarter Est. Return
+2.77%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
99.25%
Top 10 Hldgs %
65.94%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

1
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.2M
2
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$12.5M
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.4M
4
BND icon
Vanguard Total Bond Market
BND
+$7.39M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.83M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.84%
2 Technology 2.89%
3 Energy 0.7%
4 Consumer Discretionary 0.67%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WU icon
51
Western Union
WU
$2.46B
$97.8K 0.08%
+10,500
New +$92.7K
1 2
3

Similar funds

ALM
Argosy-Lionbridge Management New York $143M AUM 10.07% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
NWM
Navigate Wealth Management Birmingham, Alabama $142M AUM
PC
Panoramic Capital Larkspur, California $142M AUM 161.26% 1-Year Est. Return
BAG
Bauman Advisory Group Las Vegas, Nevada $143M AUM
SRS
Strong Retirement Solutions Silverdale, Washington $143M AUM
PWA
Primoris Wealth Advisors North Palm Beach, Florida $143M AUM 41.6% 1-Year Est. Return
LFA
Laraway Financial Advisors Saint Cloud, Minnesota $142M AUM 22.8% 1-Year Est. Return