PW

Price Wealth Portfolio holdings

AUM $357M
1-Year Est. Return 7%
This Quarter Est. Return
1 Year Est. Return
+7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.17M
3
+$867K
4
AMZN icon
Amazon
AMZN
+$752K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$565K

Top Sells

1
+$13.2M
2
+$769K
3
+$693K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$310K
5
FOX icon
Fox Class B
FOX
+$245K

Sector Composition

1 Financials 25.28%
2 Technology 4.11%
3 Consumer Discretionary 1.94%
4 Industrials 1.71%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+5
252
$1K ﹤0.01%
+66
253
$1K ﹤0.01%
10
254
$1K ﹤0.01%
+43
255
$1K ﹤0.01%
+43
256
$1K ﹤0.01%
+21
257
$1K ﹤0.01%
+13
258
$1K ﹤0.01%
+9
259
$1K ﹤0.01%
10
-29
260
$1K ﹤0.01%
+9
261
$1K ﹤0.01%
+8
262
$1K ﹤0.01%
+38
263
$1K ﹤0.01%
+42
264
$1K ﹤0.01%
13
+5
265
$1K ﹤0.01%
+21
266
$1K ﹤0.01%
+9
267
$1K ﹤0.01%
+15
268
$1K ﹤0.01%
+10
269
$1K ﹤0.01%
+36
270
$1K ﹤0.01%
+20
271
$1K ﹤0.01%
+16
272
$1K ﹤0.01%
+8
273
$1K ﹤0.01%
+6
274
$1K ﹤0.01%
+21
275
$1K ﹤0.01%
+14
9 10
11
12 13