PPW
Presilium Private Wealth Portfolio holdings
AUM
$527M
1-Year Est. Return
9.63%
1 Year Est. Return
+9.63%
AUM
$489M
AUM Growth
+$42.4M
(+9.5%)
Holding
77
Top Buys
| 1 | +$4.85M | |
| 2 | +$3.47M | |
| 3 | +$2.95M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$2.44M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$1.58M |
Top Sells
| 1 | +$2.63M | |
| 2 | +$1.82M | |
| 3 | +$1.77M | |
| 4 |
iShares Core MSCI Pacific ETF
IPAC
|
+$1.6M |
| 5 |
iShares Core US REIT ETF
USRT
|
+$1.44M |
Sector Composition
| 1 | Technology | 0.99% |
| 2 | Consumer Staples | 0.53% |
| 3 | Communication Services | 0.5% |
| 4 | Energy | 0.42% |
| 5 | Healthcare | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
| – | – |
-5,089
|
|
||
77
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.26B
| – | – |
-8,275
|
|