PPW
Presilium Private Wealth Portfolio holdings
AUM
$489M
This Quarter Return
+7.32%
1 Year Return
+10.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
–
Cap. Flow
+$238M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.22%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$28.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$26.9M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$22.6M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$20.6M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$17.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Consumer Staples | 0.94% |
| 3 | Consumer Discretionary | 0.71% |
| 4 | Communication Services | 0.49% |
| 5 | Financials | 0.45% |
