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
$234M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.32M
3
+$3.18M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$1.83M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.48M

Top Sells

1
+$4.41M
2
+$1.69M
3
+$1.07M
4
PYPL icon
PayPal
PYPL
+$997K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$768K

Sector Composition

1 Technology 7.17%
2 Consumer Discretionary 4.56%
3 Communication Services 4.05%
4 Healthcare 3.06%
5 Financials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,173
102
– –
-11,442
103
– –
-11,162
104
– –
-23,472
1 2 3 4
5