PJWM
Philip James Wealth Mangement Portfolio holdings
AUM
$870M
1-Year Est. Return
21.35%
This Fund
S&P 500
1 Year Est. Return
+21.35%
AUM
$863M
AUM Growth
+$6.21M
(+0.72%)
Holding
179
Top Buys
| 1 | +$3.92M | |
| 2 | +$2.35M | |
| 3 | +$2.05M | |
| 4 |
General Mills
GIS
|
+$1.97M |
| 5 |
Devon Energy
DVN
|
+$1.71M |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.88M | |
| 3 | +$1.88M | |
| 4 |
Organon & Co
OGN
|
+$1.7M |
| 5 |
Intel
INTC
|
+$1.46M |
Sector Composition
| 1 | Financials | 33.08% |
| 2 | Energy | 12.04% |
| 3 | Technology | 10.14% |
| 4 | Healthcare | 8.35% |
| 5 | Consumer Staples | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Russell 1000 Growth ETF
IWF
$129B
| – | – |
-464
|
|
||
177
DuPont de Nemours
DD
$21B
| – | – |
-9,409
|
|
||
178
Casey's General Stores
CASY
$32.8B
| – | – |
-358
|
|
||
179
FT Vest Fund of Buffer ETFs
BUFR
$9.42B
| – | – |
-6,333
|
|