PPWM
Premier Private Wealth Management Portfolio holdings
AUM
$94.8M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$94.8M
AUM Growth
-$1.67M
(-1.7%)
Holding
56
Top Buys
| 1 | +$3.19M | |
| 2 | +$2.58M | |
| 3 | +$1.59M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.51M |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$962K |
Top Sells
| 1 | +$2.8M | |
| 2 | +$2.39M | |
| 3 | +$2.09M | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$892K |
| 5 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
+$742K |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Real Estate | 1.74% |
| 3 | Healthcare | 1.73% |
| 4 | Consumer Discretionary | 0.77% |
| 5 | Financials | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Communication Services Select Sector SPDR ETF
XLC
$25.3B
| $209K | 0.22% |
+1,889
|
|
||
52
Johnson & Johnson
JNJ
$554B
| $204K | 0.22% |
+836
|
|
||
53
Broadcom
AVGO
$2T
| $202K | 0.21% |
654
+7
|
|
||
54
iShares Russell 2000 ETF
IWM
$78.3B
| – | – |
-799
|
|
||
55
Global X Defense Tech ETF
SHLD
$7.82B
| – | – |
-6,766
|
|
||
56
Strive 500 ETF
STRV
$1.11B
| – | – |
-4,737
|
|