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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$11.6M
3
+$8.32M
4
ADX icon
Adams Diversified Equity Fund
ADX
+$6.32M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.51M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.47%
2 Consumer Staples 2.47%
3 Technology 2.32%
4 Industrials 1.81%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.21%
+1,743
52
$244K 0.2%
+12,350
53
$230K 0.19%
+2,441
54
$225K 0.19%
+4,461
55
$223K 0.18%
+2,624
56
$218K 0.18%
+375
57
$216K 0.18%
+5,950
58
$210K 0.17%
+2,422
59
$210K 0.17%
+3,983
60
$209K 0.17%
+4,255
61
$209K 0.17%
+4,824
62
$208K 0.17%
+2,139
63
$208K 0.17%
+12,368
64
$22K 0.02%
+326
1 2
3