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
$104M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$502K
2 +$326K
3 +$325K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$314K
5
PAYX icon
Paychex
PAYX
+$285K

Top Sells

1 +$572K
2 +$566K
3 +$356K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$340K
5
ORCL icon
Oracle
ORCL
+$290K

Sector Composition

1 Technology 16.69%
2 Financials 15.41%
3 Healthcare 11.38%
4 Industrials 6.88%
5 Energy 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,838
202
-910