PPW
Presilium Private Wealth Portfolio holdings
AUM
$489M
This Quarter Return
+3.47%
1 Year Return
+10.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+13%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
8.17%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
59
New
7
Increased
27
Reduced
18
Closed
2
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$3.92M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.98M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$1.81M |
| 4 |
Exxon Mobil
XOM
|
$1.78M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.76M |
Top Sells
| 1 |
Starbucks
SBUX
|
$302K |
| 2 |
Apple
AAPL
|
$238K |
| 3 |
Philip Morris
PM
|
$207K |
| 4 |
NextEra Energy, Inc.
NEE
|
$171K |
| 5 |
Amazon
AMZN
|
$163K |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Energy | 0.91% |
| 3 | Consumer Staples | 0.66% |
| 4 | Communication Services | 0.53% |
| 5 | Consumer Discretionary | 0.52% |
