PPW
Presilium Private Wealth Portfolio holdings
AUM
$489M
This Quarter Return
+0.52%
1 Year Return
+10.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$396M
AUM Growth
+$396M
(+5%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
71.88%
Holding
73
New
5
Increased
27
Reduced
33
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.38M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.3M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.95M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$1.91M |
| 5 |
Vanguard Value ETF
VTV
|
$1.56M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.33M |
| 2 |
iShares Core US REIT ETF
USRT
|
$397K |
| 3 |
iShares Core MSCI Pacific ETF
IPAC
|
$237K |
| 4 |
Meta Platforms (Facebook)
META
|
$168K |
| 5 |
iShares Core MSCI Europe ETF
IEUR
|
$139K |
Sector Composition
| 1 | Technology | 0.95% |
| 2 | Energy | 0.73% |
| 3 | Consumer Staples | 0.56% |
| 4 | Communication Services | 0.54% |
| 5 | Healthcare | 0.46% |
