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PWH
Priebe Wealth Holdings Portfolio holdings
AUM
$115M
1-Year Est. Return
16.56%
This Fund
S&P 500
1 Year Est. Return
+16.56%
AUM
$115M
AUM Growth
-$44.9M
(-28%)
Holding
81
Top Buys
| 1 | +$6.97M | |
| 2 | +$1.82M | |
| 3 | +$1.67M | |
| 4 |
Simplify MBS ETF
MTBA
|
+$1.45M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.15M |
Top Sells
| 1 | +$28.1M | |
| 2 | +$11.5M | |
| 3 | +$10.2M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$4.35M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.41M |
Sector Composition
| 1 | Financials | 4.85% |
| 2 | Technology | 1.3% |
| 3 | Healthcare | 0.68% |
| 4 | Communication Services | 0.56% |
| 5 | Consumer Discretionary | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
TotalEnergies
TTE
$183B
| – | – |
-3,913
|
|
||
77
US Bancorp
USB
$90.2B
| – | – |
-5,203
|
|
||
78
Vanguard Value ETF
VTV
$183B
| – | – |
-1,243
|
|
||
79
Vanguard Growth ETF
VUG
$222B
| – | – |
-3,798
|
|
||
80
Verizon
VZ
$191B
| – | – |
-5,933
|
|
||
81
Xcel Energy
XEL
$48.4B
| – | – |
-4,129
|
|