PF

PlanWiser Financial Portfolio holdings

AUM $134M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.57M
3
+$2.15M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.14M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.07M

Top Sells

1
+$2.79M
2
+$2.72M
3
+$2.53M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.49M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.15M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-22,611
52
– –
-53,300
1 2
3