PF
PlanWiser Financial Portfolio holdings
AUM
$134M
1-Year Est. Return
15.88%
This Fund
S&P 500
1 Year Est. Return
+15.88%
AUM
$134M
AUM Growth
+$7.74M
(+6.1%)
Holding
53
Top Buys
| 1 | +$3.51M | |
| 2 | +$2.69M | |
| 3 | +$2.47M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.47M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.81M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$2.96M | |
| 3 | +$2.87M | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.63M |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$2.52M |
Sector Composition
| 1 | Healthcare | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fidelity High Yield Factor ETF
FDHY
$517M
| – | – |
-20,560
|
|
||
52
First Trust Senior Loan Fund ETF
FTSL
$2.21B
| – | – |
-20,582
|
|
||
|
53
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22B
| – | – |
-20,810
|
|