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
$243M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$3.07M
3
+$1.38M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.11M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.02M

Top Sells

1
+$30.9K
2
+$4.76K
3
+$4.09K
4
XOM icon
Exxon Mobil
XOM
+$3.98K
5
MS icon
Morgan Stanley
MS
+$3.96K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 2.4%
3 Financials 2.34%
4 Communication Services 2.1%
5 Consumer Staples 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.44%
5,102
-15
27
$1.06M 0.44%
13,096
+34
28
$1.01M 0.42%
4,558
+28
29
$969K 0.4%
1,658
-7
30
$945K 0.39%
1,332
31
$886K 0.36%
3,801
+84
32
$847K 0.35%
18,871
-14
33
$835K 0.34%
4,817
-6
34
$822K 0.34%
14,269
+19
35
$753K 0.31%
2,781
+26
36
$751K 0.31%
10,459
-4
37
$715K 0.29%
3,462
+20
38
$708K 0.29%
2,573
+2
39
$651K 0.27%
1,316
-1
40
$576K 0.24%
5,909
-317
41
$561K 0.23%
2,146
+21
42
$554K 0.23%
6,899
43
$517K 0.21%
7,048
44
$492K 0.2%
5,568
+38
45
$454K 0.19%
7,253
-76
46
$424K 0.17%
14,663
+85
47
$403K 0.17%
7,043
48
$357K 0.15%
1,844
49
$337K 0.14%
3,230
-38
50
$303K 0.12%
9,110
1
2
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