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
276
$1K ﹤0.01%
+16
277
$1K ﹤0.01%
+9
278
$1K ﹤0.01%
+8
279
$1K ﹤0.01%
4
280
$1K ﹤0.01%
+11
281
$1K ﹤0.01%
+28
282
$1K ﹤0.01%
+17
283
$1K ﹤0.01%
+14
284
$1K ﹤0.01%
25
-43
285
$1K ﹤0.01%
+188
286
$1K ﹤0.01%
+10
287
$1K ﹤0.01%
+5
288
$1K ﹤0.01%
12
-41
289
$1K ﹤0.01%
21
-21
290
$1K ﹤0.01%
+119
291
$1K ﹤0.01%
+28
292
$1K ﹤0.01%
+6
293
$1K ﹤0.01%
+27
294
$1K ﹤0.01%
+8
295
$1K ﹤0.01%
+12
296
$1K ﹤0.01%
+6
297
$1K ﹤0.01%
+11
298
$1K ﹤0.01%
+20
299
$1K ﹤0.01%
+15
300
$1K ﹤0.01%
+15
10 11
12
13 14