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
101
$284K 0.38%
+4,734
102
$283K 0.38%
4,152
+112
103
$279K 0.38%
2,449
+191
104
$278K 0.38%
5,954
+107
105
$277K 0.38%
9,872
-142
106
$276K 0.37%
5,145
+477
107
$275K 0.37%
980
-38
108
$269K 0.36%
3,127
-3,453
109
$267K 0.36%
4,264
-63
110
$260K 0.35%
8,674
+1,422
111
$258K 0.35%
9,026
+214
112
$257K 0.35%
1,620
-7
113
$257K 0.35%
758
-3
114
$256K 0.35%
4,372
-3,703
115
$255K 0.35%
2,633
+22
116
$254K 0.34%
+812
117
$248K 0.34%
582
-7
118
$247K 0.33%
978
-8
119
$245K 0.33%
+3,314
120
$244K 0.33%
+1,961
121
$243K 0.33%
6,641
122
$241K 0.33%
4,540
-47
123
$233K 0.31%
2,589
-109
124
$232K 0.31%
1,211
+8
125
$230K 0.31%
2,787
-20
3 4
5
6 7