PWM
Pines Wealth Management Portfolio holdings
AUM
$297M
1-Year Est. Return
21.36%
1 Year Est. Return
+21.36%
AUM
$283M
AUM Growth
+$66.4M
(+31%)
Holding
235
Top Buys
| 1 | +$2.58M | |
| 2 | +$998K | |
| 3 | +$802K | |
| 4 |
Amazon
AMZN
|
+$644K |
| 5 |
Apple
AAPL
|
+$559K |
Top Sells
| 1 | +$1.39M | |
| 2 | +$559K | |
| 3 | +$426K | |
| 4 |
Invesco DB Base Metals Fund
DBB
|
+$397K |
| 5 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$323K |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Financials | 7.58% |
| 3 | Consumer Discretionary | 6.16% |
| 4 | Healthcare | 5.89% |
| 5 | Industrials | 4.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Uber
UBER
$190B
| $203K | 0.07% |
+2,169
|
|
||
227
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
| $201K | 0.07% |
+2,645
|
|
||
228
PG&E
PCG
$36.2B
| $189K | 0.07% |
+13,567
|
|
||
229
Agilon Health
AGL
$239M
| $65K | 0.02% |
26,750
|
|
||
230
American International
AIG
$42B
| – | – |
-2,721
|
|
||
231
Bristol-Myers Squibb
BMY
$95B
| – | – |
-4,559
|
|
||
232
Crown Castle
CCI
$39.9B
| – | – |
-2,174
|
|
||
233
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$106M
| – | – |
-4,558
|
|
||
234
United Parcel Service
UPS
$81.4B
| – | – |
-2,527
|
|
||
235
Vertex Pharmaceuticals
VRTX
$111B
| – | – |
-435
|
|