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PPWM
Perissos Private Wealth Management Portfolio holdings
AUM
$115M
1-Year Est. Return
18.9%
This Fund
S&P 500
1 Year Est. Return
+18.9%
AUM
$115M
AUM Growth
-$671K
(-0.58%)
Holding
78
Top Buys
| 1 | +$5.23M | |
| 2 | +$4.65M | |
| 3 | +$4.33M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$3.54M |
| 5 |
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
|
+$3.01M |
Top Sells
| 1 | +$4.32M | |
| 2 | +$4.21M | |
| 3 | +$2.77M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$1.81M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.67M |
Sector Composition
| 1 | Financials | 9.44% |
| 2 | Technology | 3.39% |
| 3 | Communication Services | 3.3% |
| 4 | Energy | 1.7% |
| 5 | Consumer Discretionary | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Global X Russell 2000 Covered Call ETF
RYLD
$1.34B
| – | – |
-10,476
|
|
||
77
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
| – | – |
-5,245
|
|
||
|
78
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.06B
| – | – |
-24,747
|
|