PA
PFW Advisors Portfolio holdings
AUM
$338M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$338M
AUM Growth
+$13M
(+4%)
Holding
136
Top Buys
| 1 | +$3.7M | |
| 2 | +$1.59M | |
| 3 | +$823K | |
| 4 |
Apple
AAPL
|
+$370K |
| 5 |
Robinhood
HOOD
|
+$273K |
Top Sells
| 1 | +$6M | |
| 2 | +$4M | |
| 3 | +$1.44M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$690K |
| 5 |
Union Pacific
UNP
|
+$671K |
Sector Composition
| 1 | Consumer Staples | 11.5% |
| 2 | Materials | 11.29% |
| 3 | Technology | 8.14% |
| 4 | Financials | 5.37% |
| 5 | Consumer Discretionary | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
TSMC
TSM
$1.53T
| $206K | 0.06% |
+738
|
|
||
127
Shell
SHEL
$209B
| $202K | 0.06% |
+2,829
|
|
||
128
Sony
SONY
$173B
| $201K | 0.06% |
+6,966
|
|
||
129
Mizuho Financial
MFG
$77.4B
| $69.8K | 0.02% |
10,414
|
|
||
130
Vertex Pharmaceuticals
VRTX
$107B
| – | – |
-545
|
|
||
|
131
Union Pacific
UNP
$134B
| – | – |
-2,915
|
|
||
132
NuScale Power
SMR
$5.92B
| – | – |
-5,463
|
|
||
133
Philip Morris
PM
$246B
| – | – |
-1,166
|
|
||
134
EQT Corp
EQT
$33.7B
| – | – |
-3,610
|
|
||
135
Boston Scientific
BSX
$147B
| – | – |
-1,942
|
|
||
136
Vanguard Total Bond Market
BND
$138B
| – | – |
-81,510
|
|