PWA
Perspective Wealth Advisors Portfolio holdings
AUM
$140M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$140M
AUM Growth
–
Holding
55
Top Buys
| 1 | +$20.8M | |
| 2 | +$9.56M | |
| 3 | +$7.81M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$7.09M |
| 5 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$6.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Consumer Discretionary | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Microsoft
MSFT
$2.97T
| $231K | 0.16% |
+478
|
|
||
52
iShares S&P 500 Value ETF
IVE
$50.4B
| $231K | 0.16% |
+1,087
|
|
||
53
Schwab US Large- Cap ETF
SCHX
$64.7B
| $221K | 0.16% |
+8,201
|
|
||
54
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.64B
| $214K | 0.15% |
+4,957
|
|
||
55
US Treasury 3 Year Note ETF
UTRE
$10.5M
| $202K | 0.14% |
+4,058
|
|