PA
Powerhouse Assets Portfolio holdings
AUM
$114M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$114M
AUM Growth
–
Holding
54
Top Buys
| 1 | +$29.7M | |
| 2 | +$29.6M | |
| 3 | +$4.95M | |
| 4 |
Vanguard Value ETF
VTV
|
+$3.77M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Discretionary | 0.47% |
| 3 | Communication Services | 0.38% |
| 4 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional US Core Equity 2 ETF
DFAC
$41.2B
| $239K | 0.21% |
+6,035
|
|
||
52
Abbott
ABT
$190B
| $225K | 0.2% |
+1,792
|
|
||
53
Fidelity Enhanced Large Cap Core ETF
FELC
$6.31B
| $223K | 0.2% |
+5,849
|
|
||
54
iShares MSCI EAFE ETF
EFA
$74B
| $216K | 0.19% |
+2,250
|
|