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
51
$401K 0.7%
+4,006
52
$397K 0.69%
+1,071
53
$389K 0.68%
+21,165
54
$376K 0.66%
+2,980
55
$374K 0.65%
+738
56
$371K 0.65%
+3,821
57
$368K 0.64%
+1,231
58
$368K 0.64%
+1,889
59
$363K 0.63%
+10,505
60
$356K 0.62%
+4,073
61
$340K 0.59%
+1,252
62
$337K 0.59%
+7,702
63
$328K 0.57%
+4,906
64
$327K 0.57%
+2,945
65
$325K 0.57%
+2,436
66
$320K 0.56%
+4,101
67
$312K 0.54%
+422
68
$311K 0.54%
+2,995
69
$310K 0.54%
+13,461
70
$295K 0.51%
+2,600
71
$294K 0.51%
+5,888
72
$290K 0.51%
+829
73
$289K 0.5%
+699
74
$284K 0.5%
+2,601
75
$284K 0.5%
+3,705
1 2
3
4 5