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
$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
State Street 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
326
$1K ﹤0.01%
+34
327
$1K ﹤0.01%
+25
328
$1K ﹤0.01%
+29
329
$1K ﹤0.01%
+29
330
$1K ﹤0.01%
+20
331
$1K ﹤0.01%
+69
332
$1K ﹤0.01%
+5
333
$1K ﹤0.01%
+10
334
$1K ﹤0.01%
+73
335
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+32
336
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7
-29
337
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+9
338
$1K ﹤0.01%
+15
339
$1K ﹤0.01%
74
340
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+9
341
$1K ﹤0.01%
+6
342
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+36
343
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3
-4
344
$1K ﹤0.01%
+40
345
$1K ﹤0.01%
+15
346
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+10
347
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+7
348
$1K ﹤0.01%
+24
349
$1K ﹤0.01%
+24
350
$1K ﹤0.01%
+26