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
$209M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.48M
3
+$5.25M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.46M
5
PGR icon
Progressive
PGR
+$4.41M

Top Sells

1
+$3.23M
2
+$2.14M
3
+$1.25M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$834K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$819K

Sector Composition

1 Technology 7.7%
2 Financials 5.14%
3 Consumer Discretionary 3.95%
4 Communication Services 3.76%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,325
102
– –
-768
103
– –
-590
104
– –
-10,641
105
– –
-298
106
– –
-2,443
107
– –
-2,395
1 2 3 4
5