PFW

Petros Family Wealth Portfolio holdings

AUM $140M
1-Year Est. Return 29.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$9.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$462K
3
+$393K
4
AVGO icon
Broadcom
AVGO
+$385K
5
VST icon
Vistra
VST
+$377K

Top Sells

1
+$903K
2
+$836K
3
+$587K
4
ABT icon
Abbott
ABT
+$566K
5
PYPL icon
PayPal
PYPL
+$380K

Sector Composition

1 Technology 26.93%
2 Financials 11.07%
3 Industrials 8.43%
4 Healthcare 8.33%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.04%
2,523
+144
27
$1.21M 1.01%
4,281
+149
28
$1.14M 0.96%
6,815
+29
29
$1.12M 0.94%
5,507
+1,507
30
$1.04M 0.87%
3,406
+157
31
$1.04M 0.87%
20,124
+453
32
$1.04M 0.87%
6,671
33
$1M 0.84%
6,877
-462
34
$968K 0.81%
5,746
+281
35
$952K 0.8%
3,372
+96
36
$945K 0.79%
2,114
-227
37
$926K 0.78%
3,686
+181
38
$861K 0.72%
3,505
+250
39
$840K 0.7%
7,010
+310
40
$835K 0.7%
3,486
+14
41
$816K 0.68%
2,902
-272
42
$767K 0.64%
4,204
-374
43
$756K 0.63%
1,503
-7
44
$754K 0.63%
1
45
$741K 0.62%
5,451
+411
46
$738K 0.62%
3,186
-91
47
$707K 0.59%
1,481
-61
48
$697K 0.58%
3,795
+8
49
$663K 0.55%
8,778
-471
50
$646K 0.54%
1,946
+81
1
2
3 4 5