PW

Price Wealth Portfolio holdings

AUM $357M
1-Year Est. Return 7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$26.2M
2 +$25.8M
3 +$23.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$16.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.91M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.68%
2 Technology 0.93%
3 Communication Services 0.91%
4 Healthcare 0.9%
5 Financials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
+396
227
$7K ﹤0.01%
+278
228
$7K ﹤0.01%
+150
229
$6K ﹤0.01%
+464
230
$6K ﹤0.01%
+120
231
$6K ﹤0.01%
+54
232
$6K ﹤0.01%
+96
233
$6K ﹤0.01%
+79
234
$6K ﹤0.01%
+184
235
$6K ﹤0.01%
+68
236
$6K ﹤0.01%
+62
237
$6K ﹤0.01%
+164
238
$6K ﹤0.01%
+32
239
$5K ﹤0.01%
+104
240
$5K ﹤0.01%
+121
241
$5K ﹤0.01%
+62
242
$5K ﹤0.01%
+132
243
$5K ﹤0.01%
+300
244
$5K ﹤0.01%
+38
245
$5K ﹤0.01%
+76
246
$5K ﹤0.01%
+186
247
$5K ﹤0.01%
+82
248
$5K ﹤0.01%
+56
249
$5K ﹤0.01%
+172
250
$5K ﹤0.01%
+152