PWH
Priebe Wealth Holdings Portfolio holdings
AUM
$115M
This Quarter Return
+8.92%
1 Year Return
+16.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+5.3%)
Cap. Flow
-$3.17M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
77.82%
Holding
73
New
9
Increased
23
Reduced
27
Closed
11
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.09M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$807K |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
$394K |
| 4 |
Amazon
AMZN
|
$299K |
| 5 |
Meta Platforms (Facebook)
META
|
$238K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.07M |
| 2 |
Walmart
WMT
|
$891K |
| 3 |
SPDR Portfolio TIPS ETF
SPIP
|
$792K |
| 4 |
Procter & Gamble
PG
|
$750K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$672K |
Sector Composition
| 1 | Financials | 3.9% |
| 2 | Technology | 2.24% |
| 3 | Communication Services | 1.28% |
| 4 | Industrials | 0.72% |
| 5 | Healthcare | 0.56% |
