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
76
$284K 0.5%
+10,752
77
$278K 0.48%
+7,398
78
$276K 0.48%
+1,187
79
$273K 0.48%
+3,081
80
$272K 0.47%
+1,608
81
$271K 0.47%
+563
82
$268K 0.47%
+4,006
83
$268K 0.47%
+8,285
84
$267K 0.47%
+2,688
85
$263K 0.46%
+21,382
86
$256K 0.45%
+324
87
$254K 0.44%
+1,700
88
$242K 0.42%
+2,597
89
$234K 0.41%
+3,493
90
$231K 0.4%
+2,955
91
$229K 0.4%
+896
92
$225K 0.39%
+2,793
93
$224K 0.39%
+1,921
94
$221K 0.39%
+4,654
95
$221K 0.39%
+5,646
96
$218K 0.38%
+4,055
97
$216K 0.38%
+1,416
98
$208K 0.36%
+1,133
99
$207K 0.36%
+1,829
100
$204K 0.36%
+1,266
1 2 3
4
5