PWM
Platform Wealth Management Portfolio holdings
AUM
$376M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$376M
AUM Growth
–
Holding
60
Top Buys
| 1 | +$61.1M | |
| 2 | +$40.3M | |
| 3 | +$23.5M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$23M |
| 5 |
Amazon
AMZN
|
+$22.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.5% |
| 2 | Communication Services | 13.67% |
| 3 | Consumer Discretionary | 12.74% |
| 4 | Consumer Staples | 8.98% |
| 5 | Financials | 6.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$169B
| $352K | 0.09% |
+757
|
|
||
52
Visa
V
$602B
| $324K | 0.09% |
+923
|
|
||
53
AbbVie
ABBV
$401B
| $322K | 0.09% |
+1,409
|
|
||
54
iShares MSCI Intl Value Factor ETF
IVLU
$4.02B
| $310K | 0.08% |
+8,139
|
|
||
55
NVIDIA
NVDA
$4.75T
| $300K | 0.08% |
+1,607
|
|
||
56
Zoetis
ZTS
$54.4B
| $284K | 0.08% |
+2,260
|
|
||
57
Honeywell
HON
$155B
| $262K | 0.07% |
+1,341
|
|
||
58
Lowe's Companies
LOW
$148B
| $241K | 0.06% |
+1,000
|
|
||
59
Public Service Enterprise Group
PEG
$43B
| $228K | 0.06% |
+2,845
|
|
||
60
Invesco AI and Next Gen Software ETF
IGPT
$726M
| $208K | 0.06% |
+1,875
|
|