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PWM

Power Wealth Management Portfolio holdings

AUM $268M
1-Year Est. Return 9.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$688K
3
+$456K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$338K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$332K

Top Sells

1
+$2.68M
2
+$2.31M
3
+$1.33M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.08M

Sector Composition

1 Technology 6.25%
2 Financials 3.97%
3 Consumer Discretionary 3.91%
4 Communication Services 3.83%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KR icon
26
Kroger
KR
$38.8B
$1.85M 0.69%
25,546
-1,200
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.83M 0.68%
3,812
-258
MGM icon
28
MGM Resorts International
MGM
$12.1B
$1.75M 0.65%
47,406
-6,796
TEL icon
29
TE Connectivity
TEL
$60B
$1.68M 0.63%
8,042
-802
VZ icon
30
Verizon
VZ
$190B
$1.63M 0.61%
+32,526
ELV icon
31
Elevance Health
ELV
$90.8B
$1.63M 0.61%
5,558
+104
VIG icon
32
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.62M 0.61%
7,554
-244
ADSK icon
33
Autodesk
ADSK
$47.5B
$1.56M 0.58%
6,528
-898
CRM icon
34
Salesforce
CRM
$150B
$1.56M 0.58%
8,332
-638
HD icon
35
Home Depot
HD
$309B
$1.52M 0.57%
4,633
+34
GOOG icon
36
Alphabet (Google) Class C
GOOG
$4.4T
$1.43M 0.53%
4,975
-188
LLY icon
37
Eli Lilly
LLY
$1.02T
$1.36M 0.5%
1,474
-87
C icon
38
Citigroup
C
$227B
$1.22M 0.45%
10,728
-548
ACWX icon
39
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$1.17M 0.44%
17,076
+152
V icon
40
Visa
V
$608B
$1.08M 0.4%
3,567
-235
DE icon
41
Deere & Co
DE
$155B
$1.08M 0.4%
1,913
-151
VCSH icon
42
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.2B
$1.05M 0.39%
13,290
+501
VOO icon
43
Vanguard S&P 500 ETF
VOO
$973B
$1.05M 0.39%
1,763
-100
NEE icon
44
NextEra Energy
NEE
$175B
$953K 0.36%
10,262
-2,989
CTVA icon
45
Corteva
CTVA
$50.7B
$938K 0.35%
11,210
-841
VTI icon
46
Vanguard Total Stock Market ETF
VTI
$647B
$915K 0.34%
2,852
+90
IWM icon
47
iShares Russell 2000 ETF
IWM
$78.5B
$868K 0.32%
3,502
-445
ABNB icon
48
Airbnb
ABNB
$79.8B
$853K 0.32%
6,755
-1,349
WMT icon
49
Walmart Inc
WMT
$954B
$823K 0.31%
6,619
-63
TSLA icon
50
Tesla
TSLA
$1.54T
$820K 0.31%
2,207
+496
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