PWM
Power Wealth Management Portfolio holdings
AUM
$260M
This Quarter Return
-0.46%
1 Year Return
+9.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+2.2%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
57.06%
Holding
99
New
6
Increased
41
Reduced
39
Closed
7
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$4.92M |
| 2 |
Schwab International Equity ETF
SCHF
|
$4.9M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.24M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.52M |
| 5 |
Charles Schwab
SCHW
|
$1.47M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$6.49M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.49M |
| 3 |
Equifax
EFX
|
$580K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$531K |
| 5 |
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% |
