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
101
$203K 0.35%
+870
102
$189K 0.33%
+12,294
103
$110K 0.19%
+10,000
104
$103K 0.18%
+10,000
105
$80.2K 0.14%
+11,967