PPW
Presilium Private Wealth Portfolio holdings
AUM
$489M
This Quarter Return
+8.55%
1 Year Return
+10.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$351M
AUM Growth
+$351M
(+12%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
3%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
73
New
16
Increased
16
Reduced
24
Closed
1
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$6.68M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.18M |
| 3 |
iShares Core US REIT ETF
USRT
|
$4.07M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.47M |
| 5 |
iShares Core MSCI Pacific ETF
IPAC
|
$3.35M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$11.3M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$4.78M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$3.66M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.18M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$2.18M |
Sector Composition
| 1 | Technology | 1.31% |
| 2 | Energy | 0.7% |
| 3 | Consumer Discretionary | 0.56% |
| 4 | Consumer Staples | 0.55% |
| 5 | Communication Services | 0.5% |
