PW
Potentia Wealth Portfolio holdings
AUM
$175M
This Quarter Return
+2.69%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.88%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$50.5M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$19.4M |
| 3 |
Apple
AAPL
|
$14.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$11.2M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$7.39M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.22% |
| 2 | Financials | 9.84% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Communication Services | 2.72% |
| 5 | Healthcare | 1.73% |
