PPWP

Premier Path Wealth Partners Portfolio holdings

AUM $718M
1-Year Est. Return 17.54%
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$26.2M
2 +$19.1M
3 +$16M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$14.9M
5
AMZN icon
Amazon
AMZN
+$9.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.97%
2 Financials 8.33%
3 Healthcare 7.35%
4 Consumer Discretionary 6.69%
5 Communication Services 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$206K 0.05%
+14,125
327
$205K 0.05%
+3,077
328
$205K 0.05%
+2,578
329
$204K 0.05%
+2,446
330
$203K 0.04%
+8,142
331
$116K 0.03%
+12,500
332
$55.5K 0.01%
+22,200
333
$31.5K 0.01%
+15,000