PPWM
Perissos Private Wealth Management Portfolio holdings
AUM
$116M
1-Year Est. Return
16.94%
This Fund
S&P 500
1 Year Est. Return
+16.94%
AUM
$126M
AUM Growth
+$16.8M
(+15%)
Holding
81
Top Buys
| 1 | +$10.4M | |
| 2 | +$9.21M | |
| 3 | +$4.49M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.51M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$3.35M |
Top Sells
| 1 | +$8.33M | |
| 2 | +$4.27M | |
| 3 | +$3.32M | |
| 4 |
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
|
+$2.78M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$2.61M |
Sector Composition
| 1 | Financials | 12.19% |
| 2 | Technology | 3.76% |
| 3 | Communication Services | 3% |
| 4 | Energy | 1.53% |
| 5 | Consumer Discretionary | 1.51% |