PWP
Phillips Wealth Planners Portfolio holdings
AUM
$110M
This Quarter Return
+1.49%
1 Year Return
+22.39%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-4.1%)
Cap. Flow
-$1.4M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
22.46%
Holding
201
New
7
Increased
77
Reduced
88
Closed
25
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.31M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$1.21M |
| 3 |
Blackrock
BLK
|
$755K |
| 4 |
Tractor Supply
TSCO
|
$383K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$360K |
Top Sells
| 1 |
Broadcom
AVGO
|
$524K |
| 2 |
United Parcel Service
UPS
|
$487K |
| 3 |
American Tower
AMT
|
$423K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$386K |
| 5 |
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% |