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
51
$874K 0.37%
8,536
+672
52
$873K 0.37%
5,432
+561
53
$828K 0.35%
2,923
54
$806K 0.34%
7,592
+584
55
$804K 0.34%
12,405
+1,590
56
$797K 0.34%
4,766
+18
57
$790K 0.34%
6,096
-764
58
$773K 0.33%
104,465
+15,272
59
$737K 0.31%
2,128
+293
60
$696K 0.3%
28,435
+3,614
61
$656K 0.28%
8,121
+348
62
$614K 0.26%
10,169
+364
63
$554K 0.24%
5,470
+232
64
$476K 0.2%
5,613
+1,504
65
$451K 0.19%
2,140
+541
66
$433K 0.18%
908
+46
67
$425K 0.18%
4,331
-212
68
$410K 0.18%
2,161
69
$367K 0.16%
3,313
-89
70
$357K 0.15%
2,424
+261
71
$344K 0.15%
3,506
+1,032
72
$333K 0.14%
3,310
73
$326K 0.14%
2,781
+495
74
$314K 0.13%
1,748
75
$310K 0.13%
808
1 2
3
4 5