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PWM
Power Wealth Management Portfolio holdings
AUM
$268M
1-Year Est. Return
9.89%
This Fund
S&P 500
1 Year Est. Return
+9.89%
AUM
$268M
AUM Growth
-$15.6M
(-5.5%)
Holding
102
Top Buys
| 1 | +$1.51M | |
| 2 | +$688K | |
| 3 | +$456K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$338K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$332K |
Top Sells
| 1 | +$2.68M | |
| 2 | +$2.31M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.15M |
| 5 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$1.08M |
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Financials | 3.97% |
| 3 | Consumer Discretionary | 3.91% |
| 4 | Communication Services | 3.83% |
| 5 | Healthcare | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| – | – |
-4,307
|
|
||
102
Warner Bros
WBD
$66.4B
| – | – |
-36,069
|
|