PWH
Priebe Wealth Holdings Portfolio holdings
AUM
$115M
1-Year Est. Return
16.56%
1 Year Est. Return
+16.56%
AUM
$115M
AUM Growth
-$44.9M
(-28%)
Holding
81
Top Buys
| 1 | +$7.54M | |
| 2 | +$1.96M | |
| 3 | +$1.67M | |
| 4 |
Simplify MBS ETF
MTBA
|
+$1.46M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.21M |
Top Sells
| 1 | +$30.3M | |
| 2 | +$13.2M | |
| 3 | +$11.7M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$4.84M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.53M |
Sector Composition
| 1 | Financials | 4.65% |
| 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
Procter & Gamble
PG
$334B
| – | – |
-1,180
|
|
||
77
Philip Morris
PM
$239B
| – | – |
-1,821
|
|
||
78
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| – | – |
-3,122
|
|
||
79
Sanofi
SNY
$118B
| – | – |
-3,982
|
|
||
80
US Bancorp
USB
$83B
| – | – |
-5,203
|
|
||
81
Vanguard Value ETF
VTV
$157B
| – | – |
-1,243
|
|