PWM
Power Wealth Management Portfolio holdings
AUM
$260M
This Quarter Return
+8.8%
1 Year Return
+9.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.43%
Holding
93
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$17.1M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.2M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$8.96M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$5.45M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.95M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.05% |
| 2 | Communication Services | 4.26% |
| 3 | Consumer Discretionary | 4.25% |
| 4 | Healthcare | 3.57% |
| 5 | Financials | 2.27% |
