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
$90.3M
AUM Growth
-$2.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$590K
3
+$549K
4
IBTP
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
+$340K
5
TJX icon
TJX Companies
TJX
+$335K

Top Sells

1
+$368K
2
+$342K
3
+$331K
4
TDG icon
TransDigm Group
TDG
+$316K
5
JNJ icon
Johnson & Johnson
JNJ
+$314K

Sector Composition

1 Technology 26.02%
2 Healthcare 13.69%
3 Financials 12.85%
4 Industrials 10.33%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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