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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
$224M
AUM Growth
+$30.1M
(+15%)
Holding
155
Top Buys
| 1 | +$13.5M | |
| 2 | +$10.7M | |
| 3 | +$7.78M | |
| 4 |
PGIM Total Return Bond ETF
PTRB
|
+$7.64M |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$6.95M |
Top Sells
| 1 | +$26.6M | |
| 2 | +$21.8M | |
| 3 | +$11.3M | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$11.3M |
| 5 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$10.8M |
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Consumer Discretionary | 2.6% |
| 3 | Communication Services | 1.68% |
| 4 | Financials | 1.05% |
| 5 | Industrials | 0.4% |