PWM
PMG Wealth Management Portfolio holdings
AUM
$131M
1-Year Est. Return
11.6%
1 Year Est. Return
+11.6%
AUM
$131M
AUM Growth
+$10.1M
(+8.3%)
Holding
55
Top Buys
| 1 | +$615K | |
| 2 | +$341K | |
| 3 | +$337K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$251K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$221K |
Top Sells
| 1 | +$185K | |
| 2 | +$113K | |
| 3 | +$37.7K | |
| 4 |
AbbVie
ABBV
|
+$37.1K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$26.6K |
Sector Composition
| 1 | Technology | 2.53% |
| 2 | Healthcare | 1.27% |
| 3 | Consumer Discretionary | 0.42% |
| 4 | Financials | 0.38% |
| 5 | Consumer Staples | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
| $255K | 0.19% |
13,227
|
|
||
52
iShares MSCI USA Value Factor ETF
VLUE
$8.86B
| $250K | 0.19% |
2,000
-87
|
|
||
53
iShares Core Universal USD Bond ETF
IUSB
$33.8B
| $221K | 0.17% |
4,728
-480
|
|
||
54
American Express
AXP
$254B
| $216K | 0.16% |
650
|
|
||
55
Vanguard Total Stock Market ETF
VTI
$565B
| $206K | 0.16% |
+629
|
|