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
51
$636K 0.53%
1,569
+46
52
$635K 0.53%
3,303
+275
53
$621K 0.52%
2,064
-36
54
$616K 0.52%
24,158
-2,248
55
$612K 0.51%
768
-64
56
$608K 0.51%
4,331
+138
57
$605K 0.51%
5,874
-253
58
$591K 0.49%
1,578
+75
59
$585K 0.49%
4,049
+41
60
$584K 0.49%
+4,365
61
$554K 0.46%
2,986
+502
62
$546K 0.46%
888
-160
63
$537K 0.45%
3,319
-674
64
$531K 0.45%
1,092
+51
65
$528K 0.44%
3,686
-2,323
66
$522K 0.44%
3,136
-124
67
$514K 0.43%
6,046
-158
68
$492K 0.41%
2,603
+130
69
$483K 0.4%
5,758
+4
70
$460K 0.39%
17,756
+1,443
71
$460K 0.39%
1,868
-4
72
$456K 0.38%
1,101
+24
73
$453K 0.38%
1,290
+13
74
$452K 0.38%
4,146
-115
75
$442K 0.37%
+2,472
1 2
3
4 5