PWM
Power Wealth Management Portfolio holdings
AUM
$260M
This Quarter Return
-0.59%
1 Year Return
+9.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+3.2%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
61.6%
Holding
93
New
1
Increased
38
Reduced
40
Closed
10
Top Buys
Top Sells
| 1 |
Kyndryl
KD
|
$2.72M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.93M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.09M |
| 4 |
Goldman Sachs
GS
|
$1.07M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$809K |
Sector Composition
| 1 | Technology | 6% |
| 2 | Consumer Discretionary | 4.63% |
| 3 | Financials | 4.09% |
| 4 | Communication Services | 4.01% |
| 5 | Healthcare | 2.63% |
