PWM
Penobscot Wealth Management Portfolio holdings
AUM
$279M
1-Year Est. Return
11.74%
1 Year Est. Return
+11.74%
AUM
$279M
AUM Growth
+$41.6M
(+17%)
Holding
101
Top Buys
| 1 | +$4.3M | |
| 2 | +$2.99M | |
| 3 | +$2.52M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$1.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.28M |
Top Sells
| 1 | +$1.45M | |
| 2 | +$394K | |
| 3 | +$356K | |
| 4 |
Exxon Mobil
XOM
|
+$242K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$231K |
Sector Composition
| 1 | Technology | 1.94% |
| 2 | Healthcare | 0.85% |
| 3 | Industrials | 0.39% |
| 4 | Consumer Staples | 0.37% |
| 5 | Communication Services | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Exxon Mobil
XOM
$480B
| – | – |
-2,034
|
|