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
51
$797K 0.38%
10,815
+922
52
$793K 0.38%
6,860
+714
53
$782K 0.37%
2,923
54
$775K 0.37%
17,445
+12,658
55
$771K 0.37%
1,705
+79
56
$760K 0.36%
7,864
+2,216
57
$748K 0.36%
5,400
+3,318
58
$733K 0.35%
7,008
-2,753
59
$731K 0.35%
24,821
+17,023
60
$712K 0.34%
+31,890
61
$667K 0.32%
4,871
+2,119
62
$665K 0.32%
89,428
+70,674
63
$658K 0.31%
89,193
+63,714
64
$637K 0.3%
11,407
-3,700
65
$607K 0.29%
1,835
+894
66
$571K 0.27%
9,805
+187
67
$554K 0.26%
4,109
+2,200
68
$526K 0.25%
7,773
-3,696
69
$508K 0.24%
5,238
+184
70
$503K 0.24%
+23,472
71
$475K 0.23%
+16,051
72
$445K 0.21%
+16,200
73
$422K 0.2%
+12,036
74
$417K 0.2%
4,543
-3,171
75
$378K 0.18%
862
-602
1 2
3
4 5