PHWM
Pine Harbor Wealth Management Portfolio holdings
AUM
$284M
1-Year Est. Return
11.36%
1 Year Est. Return
+11.36%
AUM
$250M
AUM Growth
+$1.53M
(+0.62%)
Holding
101
Top Buys
| 1 | +$4.79M | |
| 2 | +$3.73M | |
| 3 | +$2.31M | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.29M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.21M |
Top Sells
| 1 | +$1.16M | |
| 2 | +$979K | |
| 3 | +$769K | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$606K |
| 5 |
IonQ
IONQ
|
+$467K |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 4.08% |
| 3 | Healthcare | 1.6% |
| 4 | Consumer Discretionary | 0.97% |
| 5 | Materials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.46T
| – | – |
-710
|
|