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
$435M
AUM Growth
+$675K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$566K
2 +$331K
3 +$224K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$91.8K
5
IYW icon
iShares US Technology ETF
IYW
+$68.6K

Sector Composition

1 Technology 1.08%
2 Consumer Staples 0.55%
3 Communication Services 0.52%
4 Energy 0.48%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.05%
1,729
-40
77
$17.1K ﹤0.01%
800