PPWP
Premier Path Wealth Partners Portfolio holdings
AUM
$718M
This Quarter Return
+12.22%
1 Year Return
+17.54%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$452M
AUM Growth
–
Cap. Flow
+$452M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.98%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$26.2M |
| 2 |
Microsoft
MSFT
|
$19.1M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$16M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$14.9M |
| 5 |
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% |
