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PPWM
PFG Private Wealth Management Portfolio holdings
AUM
$236M
1-Year Est. Return
15.67%
This Fund
S&P 500
1 Year Est. Return
+15.67%
AUM
$171M
AUM Growth
+$16.7M
(+11%)
Holding
310
Top Buys
| 1 | +$785K | |
| 2 | +$746K | |
| 3 | +$634K | |
| 4 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
+$495K |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$480K |
Top Sells
| 1 | +$80.9K | |
| 2 | +$72.8K | |
| 3 | +$24.7K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$13.9K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$5K |
Sector Composition
| 1 | Financials | 2.53% |
| 2 | Technology | 2.37% |
| 3 | Healthcare | 1.61% |
| 4 | Industrials | 1.13% |
| 5 | Communication Services | 1% |