PWP

Phillips Wealth Planners Portfolio holdings

AUM $125M
1-Year Est. Return 21.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.01%
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
+$656K
2
+$564K
3
+$483K
4
EQIX icon
Equinix
EQIX
+$382K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$373K

Top Sells

1
+$375K
2
+$358K
3
+$291K
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
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155
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158
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160
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161
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-5,809
3 4 5 6
7