PWP
Perfromance Wealth Partners Portfolio holdings
AUM
$3.13B
This Quarter Return
+0.82%
1 Year Return
+17.46%
3 Year Return
+99.47%
5 Year Return
–
10 Year Return
–
AUM
$1.66B
AUM Growth
+$1.66B
(-3.8%)
Cap. Flow
-$37.1M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
77.78%
Holding
176
New
13
Increased
42
Reduced
89
Closed
13
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$9M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.57M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.59M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.55M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.44M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$11.9M |
| 2 |
Tesla
TSLA
|
$10.5M |
| 3 |
Apple
AAPL
|
$9.59M |
| 4 |
Zebra Technologies
ZBRA
|
$5.16M |
| 5 |
Amazon
AMZN
|
$4.86M |
Sector Composition
| 1 | Technology | 39.57% |
| 2 | Financials | 8.83% |
| 3 | Consumer Discretionary | 7.35% |
| 4 | Communication Services | 5.04% |
| 5 | Healthcare | 4.74% |
