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
51
$716K 0.45%
9,893
+934
52
$690K 0.43%
11,469
-672
53
$680K 0.43%
1,464
-82
54
$679K 0.43%
1,626
+169
55
$658K 0.41%
55,145
+18,916
56
$593K 0.37%
10,484
+1,518
57
$563K 0.35%
9,618
-58
58
$562K 0.35%
10,528
+2,757
59
$558K 0.35%
3,113
+1,608
60
$556K 0.35%
7,220
-1,155
61
$553K 0.35%
15,930
+9,155
62
$553K 0.35%
3,504
-209
63
$548K 0.34%
1,304
+255
64
$533K 0.33%
+4,584
65
$506K 0.32%
+7,557
66
$495K 0.31%
5,054
-100
67
$482K 0.3%
1,660
+696
68
$456K 0.29%
701
-58
69
$454K 0.28%
+10,641
70
$391K 0.25%
2,395
-200
71
$378K 0.24%
2,752
+843
72
$363K 0.23%
1,909
+641
73
$342K 0.21%
+941
74
$321K 0.2%
5,025
-379
75
$314K 0.2%
1,588
-126
1 2
3
4 5