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
$266M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$1.9M
3
+$1.54M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$18.2K
2
+$13.1K
3
+$2.67K
4
WMT icon
Walmart
WMT
+$2.17K
5
PGR icon
Progressive
PGR
+$1.92K

Sector Composition

1 Technology 3.8%
2 Consumer Discretionary 2.43%
3 Financials 2.4%
4 Communication Services 2.12%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.45%
1,329
-3
27
$1.18M 0.44%
13,072
-24
28
$1.12M 0.42%
1,903
+25
29
$1.01M 0.38%
4,586
+28
30
$989K 0.37%
3,952
+151
31
$881K 0.33%
2,182
+36
32
$865K 0.33%
14,350
+81
33
$841K 0.32%
1,662
+4
34
$813K 0.31%
2,570
-3
35
$811K 0.31%
4,835
+18
36
$764K 0.29%
19,102
+231
37
$706K 0.27%
2,861
+80
38
$695K 0.26%
1,318
+2
39
$684K 0.26%
10,979
+520
40
$653K 0.25%
3,482
+20
41
$543K 0.2%
6,899
42
$541K 0.2%
5,934
+25
43
$516K 0.19%
7,325
+72
44
$478K 0.18%
7,048
45
$424K 0.16%
5,601
+33
46
$408K 0.15%
3,243
+13
47
$394K 0.15%
14,834
+171
48
$367K 0.14%
7,043
49
$308K 0.12%
854
+32
50
$286K 0.11%
9,110
1
2
3