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
$234M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.32M
3
+$3.18M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$1.83M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.48M

Top Sells

1
+$4.41M
2
+$1.69M
3
+$1.07M
4
PYPL icon
PayPal
PYPL
+$997K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K

Sector Composition

1 Technology 7.17%
2 Consumer Discretionary 4.56%
3 Communication Services 4.05%
4 Healthcare 3.06%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.77%
78,562
+8,276
27
$1.71M 0.73%
43,769
+26,324
28
$1.7M 0.73%
206,168
+116,740
29
$1.66M 0.71%
45,726
+6,326
30
$1.65M 0.7%
5,084
+438
31
$1.65M 0.7%
28,749
+2,820
32
$1.59M 0.68%
6,693
+811
33
$1.56M 0.67%
134,792
+13,749
34
$1.54M 0.66%
3,796
+49
35
$1.49M 0.64%
16,850
+2,709
36
$1.49M 0.63%
25,976
+339
37
$1.45M 0.62%
19,280
-2,085
38
$1.43M 0.61%
2,757
+294
39
$1.34M 0.57%
6,051
-638
40
$1.29M 0.55%
10,607
+644
41
$1.2M 0.51%
15,050
-589
42
$1.15M 0.49%
15,851
+925
43
$1.13M 0.48%
5,795
+284
44
$1.01M 0.43%
2,201
+219
45
$996K 0.43%
1,887
-34
46
$985K 0.42%
11,766
+8
47
$946K 0.4%
1,911
+206
48
$946K 0.4%
2,520
-105
49
$905K 0.39%
6,047
+647
50
$888K 0.38%
14,186
+1,581
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