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
$159M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$1.6M
4
EFX icon
Equifax
EFX
+$1.59M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$757K

Top Sells

1
+$1.11M
2
+$1.03M
3
+$645K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$553K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$446K

Sector Composition

1 Technology 9%
2 Consumer Discretionary 4.34%
3 Communication Services 3.96%
4 Healthcare 3.16%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,457
102
– –
-1,182
103
– –
-4,020
104
– –
0
105
– –
-385
1 2 3 4
5