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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
$185M
AUM Growth
+$9.25M
(+5.3%)
Holding
306
Top Buys
| 1 | +$10.7M | |
| 2 | +$10.7M | |
| 3 | +$10.1M | |
| 4 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$10.1M |
| 5 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
+$9.97M |
Top Sells
| 1 | +$13.9M | |
| 2 | +$7.79M | |
| 3 | +$7.37M | |
| 4 |
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
|
+$6.58M |
| 5 |
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
|
+$6.55M |
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Communication Services | 1.34% |
| 3 | Financials | 0.98% |
| 4 | Healthcare | 0.78% |
| 5 | Consumer Discretionary | 0.7% |