PFW
Petros Family Wealth Portfolio holdings
AUM
$140M
1-Year Est. Return
29.89%
This Fund
S&P 500
1 Year Est. Return
+29.89%
AUM
$140M
AUM Growth
-$9.91M
(-6.6%)
Holding
156
Top Buys
| 1 | +$3.35M | |
| 2 | +$887K | |
| 3 | +$714K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$671K |
| 5 |
Avantis International Equity ETF
AVDE
|
+$655K |
Top Sells
| 1 | +$1.21M | |
| 2 | +$1.06M | |
| 3 | +$755K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$707K |
| 5 |
Palo Alto Networks
PANW
|
+$634K |
Sector Composition
| 1 | Technology | 18.13% |
| 2 | Industrials | 7.85% |
| 3 | Financials | 7.78% |
| 4 | Healthcare | 5.17% |
| 5 | Communication Services | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$181B
| – | – |
-2,359
|
|
||
152
CrowdStrike
CRWD
$115B
| – | – |
-902
|
|
||
153
Broadridge
BR
$18.3B
| – | – |
-1,221
|
|
||
154
Axon Enterprise
AXON
$32.4B
| – | – |
-788
|
|
||
155
Amphenol
APH
$183B
| – | – |
-1,528
|
|
||
156
Abbott
ABT
$161B
| – | – |
-1,628
|
|