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
351
$1K ﹤0.01%
+40
352
$1K ﹤0.01%
+15
353
$1K ﹤0.01%
+10
354
$1K ﹤0.01%
+7
355
$1K ﹤0.01%
+24
356
$1K ﹤0.01%
+24
357
$1K ﹤0.01%
+26
358
$1K ﹤0.01%
+10
359
$1K ﹤0.01%
+16
360
$1K ﹤0.01%
+24
361
$1K ﹤0.01%
+20
362
$1K ﹤0.01%
+32
363
$1K ﹤0.01%
+13
364
$1K ﹤0.01%
+4
365
$1K ﹤0.01%
+33
366
$1K ﹤0.01%
+68
367
$1K ﹤0.01%
+19
368
$1K ﹤0.01%
+17
369
$1K ﹤0.01%
45
-15
370
$1K ﹤0.01%
+31
371
$1K ﹤0.01%
+22
372
$1K ﹤0.01%
24
-68
373
$1K ﹤0.01%
18
-51
374
$1K ﹤0.01%
+15
375
$1K ﹤0.01%
14
-39
13 14
15
16 17