PFW

Petros Family Wealth Portfolio holdings

AUM $119M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.66M
3
+$4.09M
4
MSFT icon
Microsoft
MSFT
+$3.46M
5
NVDA icon
NVIDIA
NVDA
+$2.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.03%
2 Healthcare 12.57%
3 Financials 11.38%
4 Industrials 11.28%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.56%
+3,618
52
$499K 0.54%
+2,997
53
$491K 0.53%
+3,195
54
$477K 0.52%
+4,320
55
$465K 0.5%
+934
56
$461K 0.5%
+1,553
57
$461K 0.5%
+6,557
58
$460K 0.5%
+6,413
59
$441K 0.48%
+771
60
$441K 0.48%
+1,329
61
$416K 0.45%
+2,001
62
$399K 0.43%
+1,100
63
$398K 0.43%
+1,661
64
$395K 0.43%
+5,621
65
$393K 0.42%
+809
66
$392K 0.42%
+8,197
67
$387K 0.42%
+1,426
68
$385K 0.42%
+2,320
69
$383K 0.41%
+1,694
70
$380K 0.41%
+3,149
71
$368K 0.4%
+74
72
$367K 0.4%
+617
73
$363K 0.39%
+1,291
74
$351K 0.38%
+1,112
75
$345K 0.37%
+3,785
1 2
3
4 5