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
$73.9M
AUM Growth
-$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$505K
3
+$412K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K
5
EQIX icon
Equinix
EQIX
+$347K

Top Sells

1
+$370K
2
+$297K
3
+$272K
4
MDC
M.D.C. Holdings, Inc.
MDC
+$272K
5
ALL icon
Allstate
ALL
+$244K

Sector Composition

1 Technology 13.81%
2 Financials 13.61%
3 Healthcare 13.42%
4 Energy 8.47%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$482K 0.65%
2,411
-30
52
$477K 0.65%
9,098
+47
53
$472K 0.64%
1,333
+8
54
$455K 0.62%
1,174
+73
55
$438K 0.59%
774
+27
56
$433K 0.59%
1,781
+788
57
$428K 0.58%
2,715
-153
58
$426K 0.58%
1,965
+78
59
$421K 0.57%
1,911
+5
60
$416K 0.56%
12,954
-1,519
61
$416K 0.56%
5,753
+34
62
$412K 0.56%
+3,805
63
$412K 0.56%
4,432
-56
64
$405K 0.55%
2,403
+6
65
$402K 0.54%
12,727
-8,604
66
$400K 0.54%
4,562
+67
67
$399K 0.54%
3,344
+14
68
$394K 0.53%
2,859
-196
69
$393K 0.53%
23,087
+1,426
70
$390K 0.53%
6,032
+1,922
71
$388K 0.53%
1,376
+28
72
$379K 0.51%
4,266
+353
73
$378K 0.51%
11,534
+291
74
$377K 0.51%
7,072
-6,947
75
$371K 0.5%
3,383
+303
1 2
3
4 5