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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
$159M
AUM Growth
+$10.3M
(+7%)
Holding
243
Top Buys
| 1 | +$11.2M | |
| 2 | +$5.84M | |
| 3 | +$5.83M | |
| 4 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
+$5.83M |
| 5 |
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
|
+$439K |
Top Sells
| 1 | +$7.47M | |
| 2 | +$6.83M | |
| 3 | +$5.35M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.6M |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$2.24M |
Sector Composition
| 1 | Technology | 3.54% |
| 2 | Financials | 1% |
| 3 | Consumer Discretionary | 1% |
| 4 | Healthcare | 0.95% |
| 5 | Communication Services | 0.93% |