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
$209M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.48M
3
+$5.25M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.46M
5
PGR icon
Progressive
PGR
+$4.41M

Top Sells

1
+$3.23M
2
+$2.14M
3
+$1.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$834K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$819K

Sector Composition

1 Technology 7.7%
2 Financials 5.14%
3 Consumer Discretionary 3.95%
4 Communication Services 3.76%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.77%
6,473
+2,610
27
$1.56M 0.75%
30,416
+19,888
28
$1.56M 0.74%
6,427
+494
29
$1.54M 0.74%
21,365
-423
30
$1.39M 0.66%
4,646
+2,986
31
$1.36M 0.65%
25,637
-15,423
32
$1.36M 0.65%
6,689
-1,154
33
$1.33M 0.64%
2,463
+1,008
34
$1.29M 0.62%
25,929
+5,465
35
$1.29M 0.62%
3,747
-124
36
$1.29M 0.61%
121,043
+65,898
37
$1.27M 0.61%
39,400
+23,470
38
$1.24M 0.59%
5,882
+2,382
39
$1.23M 0.59%
9,963
-2,677
40
$1.21M 0.58%
15,639
+3,758
41
$1.07M 0.51%
14,141
+6,361
42
$997K 0.48%
17,173
+9,616
43
$961K 0.46%
1,921
-29
44
$957K 0.46%
2,625
+353
45
$955K 0.46%
5,511
+1,214
46
$886K 0.42%
11,758
47
$873K 0.42%
14,926
+4,442
48
$871K 0.42%
4,748
+25
49
$806K 0.39%
1,982
+678
50
$800K 0.38%
12,605
+82
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