PPWM
PFG Private Wealth Management Portfolio holdings
AUM
$194M
This Quarter Return
+1.46%
1 Year Return
+11.04%
3 Year Return
+39.87%
5 Year Return
+50.14%
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+3.8%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
3.19%
Top 10 Holdings %
Top 10 Hldgs %
63.4%
Holding
250
New
25
Increased
58
Reduced
32
Closed
8
Top Buys
Top Sells
| 1 |
Dollar General
DG
|
$172K |
| 2 |
Zoetis
ZTS
|
$148K |
| 3 |
Apple
AAPL
|
$110K |
| 4 |
Nike
NKE
|
$82.4K |
| 5 |
UnitedHealth
UNH
|
$40.7K |
Sector Composition
| 1 | Technology | 4% |
| 2 | Consumer Discretionary | 1.01% |
| 3 | Communication Services | 1% |
| 4 | Healthcare | 0.92% |
| 5 | Financials | 0.92% |
