PWP
Ponta Wealth Partners Portfolio holdings
AUM
$107M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$107M
AUM Growth
–
Holding
115
Top Buys
| 1 | +$8.74M | |
| 2 | +$8.05M | |
| 3 | +$6.69M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$4.93M |
| 5 |
Amazon
AMZN
|
+$4.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 31.73% |
| 2 | Financials | 12.36% |
| 3 | Communication Services | 10.99% |
| 4 | Consumer Discretionary | 6.95% |
| 5 | Industrials | 5.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intuit
INTU
$106B
| $229K | 0.21% |
+345
|
|
||
102
Genuine Parts
GPC
$16.4B
| $228K | 0.21% |
+1,858
|
|
||
103
Lowe's Companies
LOW
$148B
| $227K | 0.21% |
+941
|
|
||
104
McKesson
MCK
$117B
| $226K | 0.21% |
+275
|
|
||
105
Idexx Laboratories
IDXX
$51.8B
| $225K | 0.21% |
+333
|
|
||
106
Micron Technology
MU
$483B
| $224K | 0.21% |
+786
|
|
||
107
Home Depot
HD
$374B
| $219K | 0.2% |
+637
|
|
||
108
Vertex Pharmaceuticals
VRTX
$124B
| $217K | 0.2% |
+479
|
|
||
109
Coca-Cola
KO
$347B
| $213K | 0.2% |
+3,046
|
|
||
110
GE Vernova
GEV
$236B
| $211K | 0.2% |
+323
|
|
||
111
Booking.com
BKNG
$134B
| $209K | 0.19% |
+39
|
|
||
112
Becton Dickinson
BDX
$51.9B
| $208K | 0.19% |
+1,070
|
|
||
113
Cadence Design Systems
CDNS
$82.2B
| $204K | 0.19% |
+654
|
|
||
114
Thermo Fisher Scientific
TMO
$194B
| $202K | 0.19% |
+349
|
|
||
115
Vestis
VSTS
$984M
| $84.4K | 0.08% |
+12,656
|
|