PWP

Phillips Wealth Planners Portfolio holdings

AUM $110M
1-Year Est. Return 22.39%
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.98M
3
+$1.56M
4
UNH icon
UnitedHealth
UNH
+$1.4M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.7%
2 Technology 12.93%
3 Healthcare 9.06%
4 Consumer Staples 8.57%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$671K 1.17%
+17,158
27
$667K 1.16%
+9,093
28
$663K 1.16%
+7,412
29
$646K 1.13%
+8,544
30
$638K 1.11%
+11,445
31
$633K 1.11%
+5,376
32
$611K 1.07%
+2,669
33
$607K 1.06%
+5,852
34
$592K 1.03%
+3,331
35
$576K 1.01%
+11,733
36
$550K 0.96%
+8,304
37
$540K 0.94%
+733
38
$534K 0.93%
+12,143
39
$522K 0.91%
+8,622
40
$521K 0.91%
+3,467
41
$496K 0.87%
+3,815
42
$470K 0.82%
+3,590
43
$458K 0.8%
+6,260
44
$453K 0.79%
+3,244
45
$443K 0.77%
+2,180
46
$441K 0.77%
+6,473
47
$438K 0.76%
+2,126
48
$415K 0.73%
+11,643
49
$415K 0.72%
+3,211
50
$407K 0.71%
+2,198
1
2
3 4 5