PWM

Power Wealth Management Portfolio holdings

AUM $260M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$1.6M
4
EFX icon
Equifax
EFX
+$1.59M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$757K

Top Sells

1
+$1.11M
2
+$1.03M
3
+$645K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$553K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$446K

Sector Composition

1 Technology 9%
2 Consumer Discretionary 4.34%
3 Communication Services 3.96%
4 Healthcare 3.16%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.99%
21,788
-1,318
27
$1.48M 0.93%
3,871
-129
28
$1.36M 0.85%
62,271
+6,406
29
$1.21M 0.76%
10,951
-79
30
$1.17M 0.73%
20,464
+3,714
31
$1.14M 0.72%
12,640
-11,440
32
$1.02M 0.64%
9,761
+1,148
33
$1.01M 0.63%
3,863
+711
34
$949K 0.6%
15,515
+9,648
35
$937K 0.59%
1,950
-8
36
$919K 0.58%
11,881
-218
37
$911K 0.57%
36,064
+17,415
38
$885K 0.56%
3,500
+1,003
39
$875K 0.55%
15,107
-215
40
$872K 0.55%
11,758
41
$792K 0.5%
12,523
+1,262
42
$782K 0.49%
6,146
+610
43
$766K 0.48%
2,272
+728
44
$760K 0.48%
2,923
-550
45
$755K 0.47%
5,648
+385
46
$754K 0.47%
1,455
+564
47
$731K 0.46%
7,780
+2,079
48
$730K 0.46%
7,714
+68
49
$727K 0.46%
4,297
+152
50
$719K 0.45%
4,723
-267
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2
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