PWM
Proathlete Wealth Management Portfolio holdings
AUM
$367M
1-Year Est. Return
16.13%
This Fund
S&P 500
1 Year Est. Return
+16.13%
AUM
$347M
AUM Growth
+$33M
(+11%)
Holding
335
Top Buys
| 1 | +$3.3M | |
| 2 | +$1.51M | |
| 3 | +$1.33M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$997K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$678K |
Top Sells
| 1 | +$88K | |
| 2 | +$63.3K | |
| 3 | +$62.7K | |
| 4 |
Boeing
BA
|
+$41.9K |
| 5 |
Vanguard Value ETF
VTV
|
+$41.1K |
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Financials | 2.51% |
| 3 | Communication Services | 2.1% |
| 4 | Consumer Discretionary | 1.97% |
| 5 | Consumer Staples | 1.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Sony
SONY
$123B
| – | – |
-43
|
|
||
327
S&P Global
SPGI
$127B
| – | – |
-4
|
|