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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
$152M
AUM Growth
-$26M
(-15%)
Holding
381
Top Buys
| 1 | +$7.97M | |
| 2 | +$5.46M | |
| 3 | +$3.66M | |
| 4 |
VPU
Vanguard Utilities ETF
VPU
|
+$3.65M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$2.08M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$8.75M | |
| 3 | +$7.25M | |
| 4 |
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
|
+$6.98M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$6.23M |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Financials | 2.07% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Staples | 0.98% |
| 5 | Consumer Discretionary | 0.96% |