PPW
Presilium Private Wealth Portfolio holdings
AUM
$527M
1-Year Est. Return
9.63%
1 Year Est. Return
+9.63%
AUM
$527M
AUM Growth
+$37.8M
(+7.7%)
Holding
79
Top Buys
| 1 | +$4.51M | |
| 2 | +$3.13M | |
| 3 | +$2.01M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.86M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.36M |
Top Sells
| 1 | +$1.43M | |
| 2 | +$858K | |
| 3 | +$346K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$316K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$309K |
Sector Composition
| 1 | Technology | 1.05% |
| 2 | Communication Services | 0.54% |
| 3 | Financials | 0.42% |
| 4 | Consumer Staples | 0.41% |
| 5 | Energy | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P 500 ETF
IVV
$677B
| $206K | 0.04% |
+308
|
|
||
77
Walmart
WMT
$807B
| – | – |
-2,052
|
|
||
78
Fiserv
FI
$35.9B
| – | – |
-1,283
|
|
||
79
ChargePoint
CHPT
$252M
| – | – |
-800
|
|