PWP
Phillips Wealth Planners Portfolio holdings
AUM
$133M
1-Year Est. Return
21.39%
This Fund
S&P 500
1 Year Est. Return
+21.39%
AUM
$133M
AUM Growth
+$8.27M
(+6.6%)
Holding
227
Top Buys
| 1 | +$1.54M | |
| 2 | +$1.27M | |
| 3 | +$475K | |
| 4 |
FedEx
FDX
|
+$445K |
| 5 |
Philip Morris
PM
|
+$443K |
Top Sells
| 1 | +$3.11M | |
| 2 | +$956K | |
| 3 | +$846K | |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
+$709K |
| 5 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
+$662K |
Sector Composition
| 1 | Technology | 16.88% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 8.75% |
| 4 | Industrials | 7.89% |
| 5 | Consumer Staples | 6.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Williams-Sonoma
WSM
$24.1B
| – | – |
-1,103
|
|
||
227
Xcel Energy
XEL
$49.3B
| – | – |
-2,931
|
|