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PF
PlanWiser Financial Portfolio holdings
AUM
$138M
1-Year Est. Return
16.05%
This Fund
S&P 500
1 Year Est. Return
+16.05%
AUM
$138M
AUM Growth
+$4.48M
(+3.4%)
Holding
51
Top Buys
| 1 | +$4.6M | |
| 2 | +$4.21M | |
| 3 | +$4.19M | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$3.35M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$2.47M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$3.47M | |
| 3 | +$2.73M | |
| 4 |
Vanguard Value ETF
VTV
|
+$2.54M |
| 5 |
iShares Core 10+ Year USD Bond ETF
ILTB
|
+$2.39M |
Sector Composition
| 1 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
| – | – |
-64,921
|
|