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
126
$92.9K 0.1%
+11,418
127
$58.9K 0.06%
+21,655
128
$50.5K 0.05%
+10,000
129
$8.86K 0.01%
+20,000