PPW
Presilium Private Wealth Portfolio holdings
AUM
$567M
1-Year Est. Return
12.93%
This Fund
S&P 500
1 Year Est. Return
+12.93%
AUM
$567M
AUM Growth
+$19.9M
(+3.6%)
Holding
78
Top Buys
| 1 | +$8.14M | |
| 2 | +$3.54M | |
| 3 | +$3.18M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.98M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.12M |
Top Sells
| 1 | +$709K | |
| 2 | +$692K | |
| 3 | +$350K | |
| 4 |
Palantir
PLTR
|
+$268K |
| 5 |
Colgate-Palmolive
CL
|
+$223K |
Sector Composition
| 1 | Technology | 0.78% |
| 2 | Energy | 0.62% |
| 3 | Communication Services | 0.52% |
| 4 | Healthcare | 0.49% |
| 5 | Consumer Staples | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Technology ETF
IYW
$23.8B
| – | – |
-1,036
|
|
||
77
Pfizer
PFE
$148B
| – | – |
-8,848
|
|
||
|
78
Palantir
PLTR
$312B
| – | – |
-1,507
|
|