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
$238M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$8.56M
3
+$7.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.41M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.72M

Top Sells

1
+$23.9M
2
+$7.76M
3
+$4.42M
4
SLAB icon
Silicon Laboratories
SLAB
+$3.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.9M

Sector Composition

1 Financials 34.67%
2 Technology 2.23%
3 Consumer Discretionary 1.57%
4 Healthcare 1.54%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
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