PWH
Priebe Wealth Holdings Portfolio holdings
AUM $160M
AUM
$160M
AUM Growth
+$12.8M (+9%)
Cap. Flow
+$18.9M
Cap. Flow % of AUM
11.79%
Top 10 Holdings %Top 10 Hldgs %
70.36%
Holding
80
New
13
Increased
27
Reduced
31
Closed
3
Top Buys
| 1 | $5.96M | |
| 2 | $4.96M | |
| 3 | $4.19M | |
| 4 | $3.52M | |
| 5 | $1.31M |
Top Sells
| 1 | $1.57M | |
| 2 | $894K | |
| 3 | $735K | |
| 4 | $721K | |
| 5 | $551K |
Sector Composition
| 1 | Financials | 4.06% |
| 2 | Technology | 2.29% |
| 3 | Healthcare | 1.37% |
| 4 | Communication Services | 1.1% |
| 5 | Energy | 0.63% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $201K | 0.13% | 1,180 -64 | -5% | -$10.9K | |||
| $200K | 0.12% | 2,397 | – | – | |||
| $0 | 0% | 0 -1,104 | Closed | – | |||
| $0 | 0% | 0 -3,598 | Closed | – | |||
| $0 | 0% | 0 -11,000 | Closed | – |
