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
$76.3M
AUM Growth
+$612K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$239K
3
+$236K
4
ADI icon
Analog Devices
ADI
+$231K
5
AMT icon
American Tower
AMT
+$229K

Top Sells

1
+$830K
2
+$730K
3
+$677K
4
TGT icon
Target
TGT
+$665K
5
PINC icon
Premier
PINC
+$267K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.77%
3 Financials 12.44%
4 Consumer Staples 7.85%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,789
152
– –
-3,966
153
– –
-4,093
154
– –
-8,000
155
– –
-8,275
156
– –
-4,500
157
– –
-4,235
158
– –
-10,728
3 4 5 6
7