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
201
-7,946