PWH
Priebe Wealth Holdings Portfolio holdings
AUM
$115M
This Quarter Return
+11.86%
1 Year Return
+16.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.4%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$38.6M |
| 2 |
ARK Web x.0 ETF
ARKW
|
$11.6M |
| 3 |
BlackRock Flexible Income ETF
BINC
|
$8.32M |
| 4 |
Adams Diversified Equity Fund
ADX
|
$6.32M |
| 5 |
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% |
