PWA
Portus Wealth Advisors Portfolio holdings
AUM
$106M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$106M
AUM Growth
+$5.7M
(+5.7%)
Holding
52
Top Buys
| 1 | +$360K | |
| 2 | +$247K | |
| 3 | +$145K | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$137K |
| 5 |
Apple
AAPL
|
+$136K |
Top Sells
| 1 | +$113K | |
| 2 | +$112K | |
| 3 | +$77.7K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$36K |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$9.66K |
Sector Composition
| 1 | Technology | 14.2% |
| 2 | Financials | 4.28% |
| 3 | Healthcare | 3.69% |
| 4 | Industrials | 3.39% |
| 5 | Consumer Discretionary | 3.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$418B
| $226K | 0.21% |
1,159
+8
|
|
||
52
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
| $217K | 0.21% |
1,820
|
|