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
101
$293K 0.25%
3,469
-87
102
$291K 0.24%
1,222
+3
103
$289K 0.24%
3,688
-350
104
$286K 0.24%
2,032
105
$285K 0.24%
3,742
-368
106
$277K 0.23%
5,494
+100
107
$274K 0.23%
456
108
$267K 0.22%
350
-7
109
$264K 0.22%
1,635
-155
110
$256K 0.21%
934
111
$256K 0.21%
3,587
-310
112
$255K 0.21%
1,749
-79
113
$249K 0.21%
+346
114
$242K 0.2%
3,004
-30
115
$236K 0.2%
+5,508
116
$218K 0.18%
+2,601
117
$214K 0.18%
+800
118
$213K 0.18%
+439
119
$213K 0.18%
2,913
-135
120
$210K 0.18%
2,860
-2,076
121
$210K 0.18%
+851
122
$210K 0.18%
+1,174
123
$210K 0.18%
4,752
-580
124
$209K 0.17%
2,193
-200
125
$208K 0.17%
+7,229
2 3 4
5
6