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PWM
Peck Wealth Management Portfolio holdings
AUM
$99.7M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$99.7M
AUM Growth
-$6.04M
(-5.7%)
Holding
132
Top Buys
| 1 | +$1.39M | |
| 2 | +$749K | |
| 3 | +$481K | |
| 4 |
Franklin Dynamic Municipal Bond ETF
FLMI
|
+$290K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$255K |
Top Sells
| 1 | +$984K | |
| 2 | +$645K | |
| 3 | +$458K | |
| 4 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$441K |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$375K |
Sector Composition
| 1 | Technology | 18.38% |
| 2 | Consumer Discretionary | 4.87% |
| 3 | Financials | 4.26% |
| 4 | Industrials | 2.21% |
| 5 | Communication Services | 1.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Accenture
ACN
$84.1B
| – | – |
-117
|
|
||
127
Ares Management
ARES
$26.4B
| – | – |
-300
|
|
||
|
CADE
128
DELISTED
Cadence Bank
CADE
| – | – |
-1,000
|
|
||
129
VanEck CLO ETF
CLOI
$1.36B
| – | – |
-1,167
|
|
||
130
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$272M
| – | – |
-2,767
|
|
||
131
Dow Inc
DOW
$20B
| – | – |
-589
|
|
||
132
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
| – | – |
-300
|
|