PWA
Portus Wealth Advisors Portfolio holdings
AUM
$100M
1 Year Est. Return
–
AUM
$100M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$15.7M | |
| 2 | +$12.5M | |
| 3 | +$8.13M | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$6.37M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Financials | 4.03% |
| 3 | Communication Services | 3.26% |
| 4 | Consumer Discretionary | 3.17% |
| 5 | Industrials | 3.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$304B
| $237K | 0.24% |
+3,460
|
|
||
52
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.4B
| $218K | 0.22% |
+910
|
|