PFGWM
Price Financial Group Wealth Management Portfolio holdings
AUM
$6.06M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$6.06M
AUM Growth
+$2.9M
(+92%)
Holding
28
Top Buys
| 1 | +$235K | |
| 2 | +$206K | |
| 3 | +$191K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$178K |
| 5 |
GE Aerospace
GE
|
+$163K |
Sector Composition
| 1 | Technology | 24.87% |
| 2 | Communication Services | 15.15% |
| 3 | Consumer Discretionary | 10.11% |
| 4 | Financials | 7.98% |
| 5 | Industrials | 7.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
| $110K | 1.81% |
+2,087
|
|
||
27
Cisco
CSCO
$467B
| $106K | 1.76% |
+1,212
|
|