PPW

Presilium Private Wealth Portfolio holdings

AUM $527M
1-Year Est. Return 9.63%
This Quarter Est. Return
1 Year Est. Return
+9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.35M
3 +$2.07M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.96M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.36M

Top Sells

1 +$1.07M
2 +$119K
3 +$101K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$100K
5
MRK icon
Merck
MRK
+$88.8K

Sector Composition

1 Technology 0.96%
2 Energy 0.67%
3 Consumer Staples 0.59%
4 Healthcare 0.46%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$21.9K 0.01%
800