PWP
Perfromance Wealth Partners Portfolio holdings
AUM
$3.13B
This Quarter Return
+14%
1 Year Return
+17.46%
3 Year Return
+99.47%
5 Year Return
–
10 Year Return
–
AUM
$3.13B
AUM Growth
+$3.13B
(+12%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
81.41%
Holding
200
New
28
Increased
58
Reduced
69
Closed
12
Top Buys
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$24.2M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$12.7M |
| 3 |
Fidelity High Dividend ETF
FDVV
|
$5.6M |
| 4 |
NVIDIA
NVDA
|
$4.96M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.86M |
Top Sells
| 1 |
KKR & Co
KKR
|
$13M |
| 2 |
Apple
AAPL
|
$7.93M |
| 3 |
Blackstone
BX
|
$7.7M |
| 4 |
Eli Lilly
LLY
|
$3.32M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$3.11M |
Sector Composition
| 1 | Technology | 44.8% |
| 2 | Financials | 9.67% |
| 3 | Consumer Discretionary | 7.61% |
| 4 | Communication Services | 6.61% |
| 5 | Consumer Staples | 2.99% |
