PPWM

PFG Private Wealth Management Portfolio holdings

AUM $194M
1-Year Est. Return 11.04%
This Quarter Est. Return
1 Year Est. Return
+11.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Sells

1 +$78.6K
2 +$72.2K
3 +$24.1K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$13.5K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.95K

Sector Composition

1 Financials 2.53%
2 Technology 2.37%
3 Healthcare 1.61%
4 Industrials 1.13%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2K ﹤0.01%
+51
277
$2K ﹤0.01%
+94
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+7
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300
$0 ﹤0.01%
+10