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
$100M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.21M
3
+$755K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$360K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$328K

Top Sells

1
+$524K
2
+$487K
3
+$423K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$386K
5
PFE icon
Pfizer
PFE
+$377K

Sector Composition

1 Technology 16.51%
2 Financials 16.36%
3 Healthcare 9.27%
4 Consumer Discretionary 6.75%
5 Energy 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$125K 0.13%
10,434
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5 6 7
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