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PF

PlanWiser Financial Portfolio holdings

AUM $138M
1-Year Est. Return 16.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$2.96M
3
+$2.46M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.73M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$1.63M

Top Sells

1
+$3.62M
2
+$2.15M
3
+$2.11M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$2.11M
5
EWI icon
iShares MSCI Italy ETF
EWI
+$1.52M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.23%
21,247
-671
27
$1.53M 1.22%
6,030
-202
28
$1.29M 1.03%
+15,483
29
$1.29M 1.02%
+47,657
30
$1.27M 1.01%
25,143
-7,851
31
$1.23M 0.98%
30,086
-5,043
32
$1.17M 0.93%
26,615
-7,656
33
$1.01M 0.8%
20,560
+611
34
$943K 0.75%
+20,582
35
$799K 0.63%
2,137
-16
36
$733K 0.58%
13,379
+3,651
37
$611K 0.49%
6,104
-2,429
38
$566K 0.45%
8,336
+46
39
$500K 0.4%
19,934
+2,178
40
$475K 0.38%
17,028
+249
41
$437K 0.35%
3,580
-40
42
$316K 0.25%
9,020
+145
43
$300K 0.24%
1,471
44
$294K 0.23%
3,075
-82
45
$269K 0.21%
426
46
$262K 0.21%
5,200
-43,539
47
$258K 0.21%
2,930
-22
48
$241K 0.19%
384
-4
49
– –
-31,112
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