PWH

Priebe Wealth Holdings Portfolio holdings

AUM $115M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$807K
3
+$394K
4
AMZN icon
Amazon
AMZN
+$299K
5
META icon
Meta Platforms (Facebook)
META
+$238K

Top Sells

1
+$1.07M
2
+$891K
3
+$792K
4
PG icon
Procter & Gamble
PG
+$750K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$672K

Sector Composition

1 Financials 3.9%
2 Technology 2.24%
3 Communication Services 1.28%
4 Industrials 0.72%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$641K 0.5%
7,590
-285
27
$634K 0.49%
7,752
+725
28
$587K 0.46%
23,225
+1,200
29
$546K 0.43%
6,050
+300
30
$490K 0.38%
2,686
31
$422K 0.33%
13,100
-500
32
$408K 0.32%
776
-436
33
$404K 0.31%
2,218
-334
34
$394K 0.31%
+6,897
35
$339K 0.26%
11,016
-592
36
$337K 0.26%
8,850
+2,900
37
$305K 0.24%
634
+2
38
$299K 0.23%
+1,655
39
$290K 0.23%
6,115
40
$290K 0.23%
10,451
+771
41
$282K 0.22%
6,711
-238
42
$265K 0.21%
1,290
-1,809
43
$265K 0.21%
10,330
-30,913
44
$260K 0.2%
6,500
-1,100
45
$240K 0.19%
3,482
-765
46
$238K 0.19%
+490
47
$235K 0.18%
1,449
-4,623
48
$227K 0.18%
2,624
49
$225K 0.18%
2,411
-11
50
$223K 0.17%
3,883
-100
1
2
3