PPWM
PFG Private Wealth Management Portfolio holdings
AUM
$194M
1-Year Return
11.04%
This Quarter Return
+4.02%
1 Year Return
+11.04%
3 Year Return
+39.87%
5 Year Return
+50.14%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
99.69%
Top 10 Holdings %
Top 10 Hldgs %
56.8%
Holding
47
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.31% |
| 2 | Communication Services | 1.77% |
| 3 | Technology | 1.16% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Consumer Staples | 0.5% |
