PF
PlanWiser Financial Portfolio holdings
AUM
$126M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$117M
AUM Growth
+$6.84M
(+6.2%)
Holding
52
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.06M | |
| 3 | +$2.32M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.27M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$2.1M |
Top Sells
| 1 | +$2.8M | |
| 2 | +$2.76M | |
| 3 | +$2.72M | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$2.53M |
| 5 |
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
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
| – | – |
-22,611
|
|
||
|
52
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
| – | – |
-53,300
|
|