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
$153M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$26.2M
3 +$23.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.1M

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
326
$1K ﹤0.01%
+90
327
$1K ﹤0.01%
+44
328
$0 ﹤0.01%
+12
329
$0 ﹤0.01%
+58
330
$0 ﹤0.01%
+4
331
$0 ﹤0.01%
+46
332
$0 ﹤0.01%
+2
333
$0 ﹤0.01%
+6