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
$239M
AUM Growth
+$5.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.24M
3
+$1.52M
4
SCHW icon
Charles Schwab
SCHW
+$1.47M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.43M

Top Sells

1
+$6.49M
2
+$2.49M
3
+$580K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$531K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$344K

Sector Composition

1 Technology 7.72%
2 Consumer Discretionary 5.22%
3 Communication Services 4.47%
4 Financials 3.55%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.92%
7,482
+22
27
$2.19M 0.92%
40,125
+3,440
28
$2.16M 0.9%
204,587
-1,581
29
$1.92M 0.8%
55,295
+11,526
30
$1.8M 0.75%
29,355
+606
31
$1.72M 0.72%
5,028
-56
32
$1.7M 0.71%
136,646
+1,854
33
$1.47M 0.61%
46,222
+496
34
$1.37M 0.57%
6,976
+283
35
$1.35M 0.56%
18,746
-534
36
$1.33M 0.56%
9,900
-707
37
$1.32M 0.55%
17,380
+530
38
$1.31M 0.55%
25,137
-839
39
$1.29M 0.54%
5,855
-196
40
$1.18M 0.49%
15,099
+49
41
$1.17M 0.49%
4,597
-2,274
42
$1.12M 0.47%
15,675
+12,726
43
$1.1M 0.46%
2,971
+214
44
$1.07M 0.45%
1,874
-37
45
$1.06M 0.44%
2,346
+145
46
$1.05M 0.44%
5,895
-152
47
$1.03M 0.43%
5,407
+641
48
$1.01M 0.42%
2,520
49
$1M 0.42%
1,861
-26
50
$1M 0.42%
14,229
+43
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