PWM

Proathlete Wealth Management Portfolio holdings

AUM $347M
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.84M
3
+$2.86M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.31M

Top Sells

1
+$3.67M
2
+$254K
3
+$36.4K
4
AMZN icon
Amazon
AMZN
+$16.4K
5
BIIB icon
Biogen
BIIB
+$16K

Sector Composition

1 Technology 4.51%
2 Consumer Discretionary 2.51%
3 Financials 2.42%
4 Communication Services 2.4%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$899K 0.43%
1,332
-9
27
$893K 0.42%
14,250
-50
28
$884K 0.42%
13,062
+11
29
$848K 0.4%
1,665
+14
30
$795K 0.38%
4,823
+16
31
$784K 0.37%
4,530
+7
32
$783K 0.37%
3,717
+45
33
$779K 0.37%
18,885
+180
34
$675K 0.32%
2,571
35
$670K 0.32%
3,442
-2
36
$666K 0.32%
10,463
+111
37
$607K 0.29%
2,755
+66
38
$581K 0.28%
1,317
+1
39
$532K 0.25%
6,899
40
$485K 0.23%
6,226
-157
41
$483K 0.23%
7,048
42
$465K 0.22%
7,329
+129
43
$427K 0.2%
1,844
-69
44
$420K 0.2%
2,125
-10
45
$417K 0.2%
5,530
-152
46
$408K 0.19%
14,578
-16
47
$400K 0.19%
+6,741
48
$374K 0.18%
+7,043
49
$318K 0.15%
3,268
+268
50
$287K 0.14%
9,110
1
2
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